LeverPoint Management, LLC
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LeverPoint Management, LLC Employees
KeyBank May 2011 - Present
KeyBank June 2010 - May 2011
LeverPoint Management, LLC January 2010 - June 2010
Siena College September 2006 - May 2010
Skills
Account Management, Consumer Lending, Customer Satisfaction, Customer Service, Strengthening Client..., Small Business, Life Insurance, Series 6, Retail Banking, Leadership, Branch Banking, Management, Investments, CRM, Finance
Education
Siena College 2006 — 2010
BS, Marketing and Management, Minor in Globalization Studies
Univerzita Karlova v Praze 2008 — 2009
Bachelor's degree, Central European Economics
Marist College August 2015 - Present
Marist College October 2014 - Present
LeverPoint Management, LLC April 2014 - October 2014
The Jeff Bank August 2013 - April 2014
Ray Holohan CPA Firm January 2013 - May 2013
Skills
Accounting, Banking, Credit, Credit Analysis, Customer Service, Finance, Financial Accounting, Financial Analysis, Investments, Microsoft Excel, Mortgage Lending, Strategic Financial..., Loans
Education
Marist College 2015 — 2018
Master of Public Administration (MPA)
SUNY Oneonta 2011 — 2013
Business Economics, Accounting
SUNY Plattsburgh 2009 — 2011
Accounting
Bridgewater Associates April 2015 - Present
BAE Systems May 2014 - April 2015
BAE Systems June 2013 - May 2014
GE July 2012 - June 2013
LeverPoint Management, LLC April 2012 - July 2012
Skills
Microsoft Office, Accounting, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Word, Financial Analysis, Management, Leadership, Government Contracting, Business Development, Employee Benefits, Inventory Management, Leadership Development, Mergers & Acquisitions, Performance Management, Process Improvement, Project Management, Research, Strategy, Team Building, Hyperion Enterprise, Finance, Analysis, Business Process..., Forecasting, Human Resources, Six Sigma, Project Planning, Investments, Sales, Public Speaking, Pricing, System Administration, Customer Satisfaction, Program Management, Hyperion Planning, Data Analysis
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Siena College 2011 — 2013
Bachelor of Science (B.S.), Finance, General
LeverPoint Management, LLC August 2014 - Present
Frydland Stevens LLC January 2014 - April 2014
Cardinal McCloskey Services May 2013 - November 2013
L.L.Bean May 2013 - November 2013
Battiato and Associates January 2012 - April 2013
L.L.Bean October 2012 - January 2013
Dollar Tree Stores April 2009 - August 2012
Apollo Retail Specialists May 2011 - August 2011
Skills
ProSystem fx Tax, CCH Document, Fund EZ, QuickBooks, Drake Tax Software, Microsoft Excel, Microsoft Word, PowerPoint, Tax Preparation, Accounts Payable, Nonprofits, Social Media, Outdoor Recreation, Kayaking, Rowing
Education
Iona College 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
The Bonadio Group July 2013 - Present
The Bonadio Group June 2012 - Present
LeverPoint Management, LLC July 2011 - May 2012
Sunny Hill Resort & Golf Course May 2008 - September 2011
Sunny Hill Resort & Golf Course May 2003 - September 2007
Skills
Microsoft Excel
Education
Siena College 2012 — 2013
Master's Degree, Accounting
Siena College 2010 — 2012
Bachelor's Degree, Accounting
Hudson Valley Community College 2007 — 2010
Associate's Degree, Business Administration
LeverPoint Management, LLC May 2014 - November 2014
CID Entertainment November 2012 - November 2013
Folkenflik & McGerity November 2011 - November 2012
GIGANTIC! Productions May 2011 - November 2011
R/GA July 2010 - May 2011
D S Simon Productions May 2008 - January 2010
MTV Networks June 2009 - August 2009
Skills
Organization, Research, Time Management, Problem Solving, Project Management, Multi Tasking, Thrive in..., Positive Work..., QuickBooks, Wordpress, Microsoft Office, Final Cut Pro, Photoshop, Creativity, Client Liaison, Work well with all..., Social Media
Education
Manhattan College 2005 — 2009
BA, Communications, 3.7
Bond University 2008 — 2008
Study Abroad, Television & Film Studies
LeverPoint Management, LLC August 2014 - Present
PwC September 2013 - August 2014
Stewart's Shops August 2010 - August 2013
Target June 2006 - August 2010
Skills
Accounting, Mathematics, Economics, Operations Management, Microsoft Excel, Internal Audit, Auditing, Financial Reporting, US GAAP, Internal Controls, Financial Accounting, Microsoft Office, Finance, Financial Statements
Education
State University of New York at Albany 2011 — 2013
Master of Science (M.S.), Accounting
Rensselaer Polytechnic Institute 2002 — 2006
Bachelor of Science (B.S.), Applied Mathematics and Economics
LeverPoint Management, LLC June 2014 - Present
Skills
Accounting, Microsoft Word, Public Finance, Tax Research, State Government, Auditing, QuickBooks
Education
University at Albany, State University of New York 2012 — 2014
Masters Degree, Accounting
Binghamton University 2008 — 2011
Bachelor of Arts (BA), Psychology
Firestone Building Products December 2014 - Present
Frutarom December 2013 - August 2014
LeverPoint Management, LLC February 2013 - June 2013
Regeneron Pharmaceuticals June 2011 - February 2013
UHY Advisors January 2011 - April 2011
GE June 2010 - November 2010
Regeneron Biopharmaceutical April 2008 - November 2008
Trend Marketing October 2002 - April 2008
Skills
Accounting, Microsoft Excel, Team Leadership, Microsoft Office, Microsoft Word, Finance, Cost Accounting, Invoicing, Customer Service, Account Reconciliation, General Ledger, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Internal Controls
Education
Siena College 2009 — 2010
Master, Accounting and Finance
Siena College 2008 — 2009
B.S, Accounting and Finance
University at Albany, SUNY 2008 — 2008
n/a, Business Law: Accounting and Finance
Seneca College of Applied Arts and Technology 2003 — 2007
n/a, Accounting / Finance
Lahore College for Women University 1997 — 2001
Bachelor's Degree, Mathematics and Statistics
SUNY Adirondack January 2014 - Present
LeverPoint Management, LLC January 2013 - Present
PwC August 2011 - January 2013
The Bonadio Group February 2011 - April 2011
Rebecca J. Herrick, CPA PC September 2006 - April 2009
Skills
Accounting, Journal Entries, General Ledger, US GAAP, Private Equity, Financial Statements, Financial Reporting, Auditing, Internal Controls, Microsoft Excel, Corporate Tax, Tax, Payroll, Financial Accounting, Tax Preparation, Financial Analysis, Assurance, financial, GAAP, Income Tax, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Accounts Payable, Bank Reconciliation, Account Reconciliation
Education
Siena College 2010 — 2011
Master of Science (MS), Accounting, 3.75
Siena College 2007 — 2010
Bachelor of Science, Accounting, Bachelor of Science
Adirondack Community College, Queensbury, NY 2003 — 2005
Associate’s Degree in Science, Business Administration
LeverPoint Management, LLC July 2014 - September 2015
Saratoga Financial Services June 2012 - July 2014
Saratoga Financial Services January 2011 - June 2012
Skills
Marketing, Email Marketing, Finance, Financial Services, Personal Finance, Retirement Planning, Business Development, Database Administration, Event Planning
Education
State University of New York at Albany 2007 — 2009
Bachelor of Science (B.S.), Business Administration, Finance and Marketing, Manga Cum Laude
SUNY Adirondack 2005 — 2007
Business Administration
Saratoga Springs High School 2000 — 2005
LeverPoint Management, LLC June 2014 - Present
University at Albany August 2011 - May 2014
The Ayco Company, L.P., A Goldman Sachs Company February 2012 - May 2013
Audio and Video Corp October 2010 - January 2011
Six Stars Auto Sales Inc February 2004 - October 2008
Skills
Fluent in Dutch, Highly proficient in..., Proficient in Microsoft..., Marketing, Time Management, Accounts Payable, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Invoicing, Customer Service, Event Planning, Public Speaking, Research, Social Media
Education
State University of New York at Albany 2011 — 2014
Bachelor of Arts (B.A.), Economics
Schenectady County Community College 2009 — 2011
Assiociate of Science, Business Administration
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
LeverPoint Management, LLC September 2014 - December 2014
Siena College November 2012 - May 2014
Skills
Spreadsheets, Teamwork, Leadership, Financial Accounting, Management Accounting, Cost Accounting, Accounting, Accounts Payable, Bookkeeping, Finance, Financial Analysis, Payroll, QuickBooks, Tax Preparation, Tax
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
LeverPoint Management, LLC February 2011 - Present
Bank of America January 2009 - March 2011
Macy's September 2008 - March 2011
Skills
Private Equity, General Ledger, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Account Reconciliation
Education
Siena College 2008 — 2010
Bachelor of Science (BS), Accounting
Hudson Valley Community College 2007 — 2008
Associate of Science (AS), Business Administration and Management, General
KPMG June 2015 - Present
LeverPoint Management, LLC January 2015 - Present
Hilton Worldwide May 2014 - January 2015
DonorPro January 2014 - April 2014
Pitt Dance Marathon April 2013 - April 2014
The Dow Chemical Company May 2013 - August 2013
The Point Restaurant and Lounge October 2010 - August 2012
Children's Center of Pittsburgh September 2011 - April 2012
Skills
Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Facebook, Public Speaking, Leadership, Time Management, Social Networking, Access, Data Analysis, Event Planning, Marketing, Fundraising, Social Media Marketing, Data Entry, Research, Editing
Education
State University of New York at Albany 2014 — 2016
Bachelor's Degree, Accounting and Business/Management
University of Pittsburgh 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
The Bonadio Group December 2014 - Present
Farm Family Insurance Companies March 2014 - December 2014
LeverPoint Management, LLC November 2013 - February 2014
The Bonadio Group December 2011 - November 2013
Becker Professional Education September 2010 - May 2011
New York State Department of Taxation and Finance August 2009 - May 2011
Siena College September 2008 - May 2010
Essex County Youth Bureau June 2009 - August 2009
Mountain Lake Services June 2007 - August 2008
Town of Moriah Youth Commission July 2004 - August 2007
Skills
Accounting, Auditing, Financial Accounting, Tax, QuickBooks, Microsoft Excel, Internal Controls, Financial Analysis, Financial Reporting, PowerPoint, Microsoft Word, Microsoft Office, Accounts Payable, Access, Outlook, General Ledger, Research, Non-profits, Public Speaking, Nonprofits, US GAAP, Account Reconciliation, Financial Statements, Journal Entries, GAAP, Time Management
Education
Siena College 2010 — 2011
M.S., Accounting
Siena College 2006 — 2010
B.S., Accounting, Information Systems
LeverPoint Management, LLC December 2009 - Present
Central Block, LLC November 2005 - December 2009
The Ayco Company, L.P. May 2005 - November 2005
KB Toys December 1995 - May 2005
Namic Corporation May 1995 - November 1995
Coopers & Lybrand September 1992 - May 1995
Noonan July 1988 - July 1990
Skills
Mergers, Strategy, Investments, Finance, Strategic Planning, Alternative Investments, Management, Venture Capital, Auditing, Investment Banking, Financial Accounting, SEC filings, Analysis, Private Equity, Financial Markets, Trading, Financial Analysis, Sales, Retail, Financial Reporting, Team-orientated, Mergers & Acquisitions, US GAAP, Financial Advisory, Valuation, Financial Modeling, Corporate Finance
Education
Union College 1990 — 1992
MBA, Accounting and Finance
Lafayette College 1984 — 1988
BA, Economics and Finance
LeverPoint Management, LLC August 2014 - Present
Sickler,Torchia, Allen & Churchill CPAs PC November 2011 - August 2014
Sears Holdings Corporation October 2005 - November 2011
Ulster County Comptrollers Office September 2010 - November 2010
Best Buy September 2003 - March 2005
Skills
Auditing, Accounting, QuickBooks, Data Entry, Microsoft Excel, Financial Reporting, Payroll, Tax, Analysis, Financial Accounting, Microsoft Office, Customer Service, P&L, Inventory Management, Financial Analysis, Spreadsheets, Accounts Receivable, Bookkeeping, Journal Entries, System Administration, Time Management, Outlook, Retail, General Ledger, Banking, Marketing, Microsoft Word, Budgets, Finance, Account Management, Account Reconciliation, Accounts Payable, Management, Sales, Financial Statements, PowerPoint, Small Business, Data Analysis, Income Statement, Inventory Control, Teamwork, Excel, Word, Tax Preparation, Tax Returns
Education
State University of New York at New Paltz 2009 — 2011
Undergrad, Accounting
GP Fund Solutions, LLC June 2015 - Present
GP Fund Solutions, LLC June 2013 - June 2015
LeverPoint Management, LLC March 2010 - June 2013
CMJ, LLP December 2005 - October 2009
Skills
Financial Statements, Accounting, General Ledger, US GAAP, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Account Reconciliation, Variance Analysis, Accounts Payable, Payroll, Accounts Receivable, Budgeting
Education
College of St. Joseph
Bachelor of Science, Accounting
Grassi & Co. October 2014 - Present
LeverPoint Management, LLC January 2014 - May 2014
Sidoti & Company, LLC June 2013 - August 2013
Hoops Care International August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Communication Skills, Teamwork, Customer Service
Education
Siena College 2013 — 2014
MS, Accounting
Siena College 2009 — 2013
BS, Accounting
University of Cape Coast
Deloitte September 2015 - Present
University at Albany August 2013 - May 2015
Deloitte & Touche, LLP June 2014 - July 2014
LeverPoint Management, LLC January 2014 - May 2014
The Ayco Company, L.P. May 2011 - August 2013
Global Equity Fund January 2011 - April 2011
Global Financial Advisors August 2010 - December 2010
Raymond James Financial Services, Inc. May 2010 - September 2010
Skills
Series 7, Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., Microsoft Office
Education
State University of New York at Albany
Master of Science, Accounting
Brigham Young University
Bachelor of Science, Business Management: Finance
Goldman Sachs August 2014 - Present
LeverPoint Management, LLC September 2012 - August 2014
EY August 2011 - May 2012
CL King & Associates August 2010 - July 2011
Ernst & Young June 2010 - August 2010
CL King & Associates January 2010 - May 2010
NYS Department of Tax & Finance July 2009 - January 2010
Bryant Asset Protection January 2009 - May 2009
Monroe County Department of Finance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Valuation, Microsoft Excel, Private Equity, Financial Accounting, Auditing, Internal Controls
Education
University at Albany, SUNY 2005 — 2009
Bachelor's, Finance/Management
University at Albany, SUNY
Master's, Professional Accountancy
LeverPoint Management, LLC September 2015 - Present
Columbia-Greene Community College September 2013 - Present
Shallo, Galluscio, Bianchi, & Fucito CPAs PC July 2013 - September 2015
Columbia-Greene Community College September 2008 - January 2014
LoveApple Farm June 2008 - June 2013
Dairy Queen March 2004 - August 2006
Skills
Customer Service, Inventory Management, Time Management, Leadership, Teamwork, Cashiering, Management, Budgets, Accounts Payable, Analysis, Data Entry, Telephone Skills, Accounting, Microsoft Word, Microsoft Excel, Social Networking, Bookkeeping, Microsoft Office, PowerPoint, Accounts Receivable, Financial Reporting, Auditing, Financial Analysis, Finance, Critical Thinking, Outlook, Communication, Customer Satisfaction, Teaching, Cash Register, Account Reconciliation, General Ledger, Typing, Tax
Education
Marist College 2010 — 2013
B.S., Accounting, Finance, Mathematics
Columbia-Greene Community College 2008 — 2009
Associates in Science, Business Administration
LeverPoint Management, LLC March 2014 - Present
Trustco Bank August 2012 - March 2014
Skills
Microsoft Excel, Microsoft Word, Investran
Education
State University of New York College at Plattsburgh 2007 — 2012
Bachelor's degree, Accounting and Finance
New York State Department of Taxation and Finance July 2015 - Present
LCS&Z, LLP 2015 - 2015
LeverPoint Management, LLC 2014 - 2015
Hedley & Co., CPAs August 2011 - June 2014
Scott, Stackrow & Co., CPAs, P.C. January 2011 - July 2011
BST May 2010 - December 2010
BST January 2010 - April 2010
Union College September 2005 - January 2010
Huron Consulting Group June 2009 - August 2009
Huron Consulting Group June 2008 - August 2008
Skills
Certified Public..., Tax Research, Tax Compliance, Book Keeping, Quickbooks, Financial Statements
Education
University at Albany, SUNY 2009 — 2010
MS, Taxation
University at Albany, SUNY 2006 — 2009
BS, Accounting and Business Administration with a concentration in Financial Analysis
Schenectady County Community College 2002 — 2005
A.S., Criminal Justice
Niskayuna High School 1998 — 2002
LeverPoint Management, LLC May 2015 - Present
GE June 2014 - May 2015
The Ayco Company, L.P., a Goldman Sachs Company February 2013 - March 2014
The Ayco Company, L.P., a Goldman Sachs Company August 2012 - February 2013
Education
Siena College 2011 — 2015
Bachelor's degree, Accounting
LeverPoint Management, LLC June 2014 - Present
CA Technologies February 2013 - June 2014
Noble Associates Worldwide May 2012 - February 2013
New York State Racing and Wagering Board January 2012 - April 2012
Noble Associates June 2011 - January 2012
Skills
Accounting, Fund Accounting, Private Equity..., Financial Analysis, Teamwork, Investran, Account Reconciliation, QuickBooks, Business Efficiency, Report Writing, Analysis, Team Leadership, General Ledger, Business Correspondence, Company Presentations, Microsoft Excel, SAP, PowerPoint, Microsoft Office, Variance Analysis, Fixed Assets, Financial Statement..., Microsoft Word, Compilation Of...
Education
State University of New York at Albany 2015 — 2017
Master of Business Administration (M.B.A.)
Siena College 2008 — 2012
B.S, Accounting, 3.47
Mount Sinai High School 2004 — 2008
Advanced Regents Diploma
LeverPoint Management, LLC October 2007 - Present
Big Mike's May 1999 - September 2006
RBC June 2006 - August 2006
Skills
Accounting, Private Equity, Financial Reporting, Investments, General Ledger, Financial Analysis, Finance, Financial Accounting, QuickBooks, US GAAP, Financial Audits, Microsoft Excel, Financial Statements, Valuation, Due Diligence, Investran, Analysis
Education
State University of New York at Albany 2010 — 2012
Master of Business Administration (M.B.A.)
Siena College 2003 — 2007
Bachelor of Science, Accounting, Finance
LeverPoint Management, LLC January 2014 - Present
LeverPoint Management, LLC August 2007 - December 2013
The Ayco Company, L.P., a Goldman Sachs Company January 2002 - August 2007
Skills
Financial Reporting, Fund Administration, Private Equity, Accounting, Venture Capital
Education
State University of New York Empire State College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Schenectady County Community College
Associate of Arts and Sciences (AAS), Executive Assistant/Executive Secretary
Adirondack Health Institute May 2015 - Present
LeverPoint Management, LLC October 2014 - May 2015
CR Bard June 2013 - October 2014
AngioDynamics February 2010 - June 2013
GE October 2008 - February 2010
PwC August 2005 - October 2008
Skills
Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, US GAAP, GAAP, Account Reconciliation, Internal Audit, Variance Analysis, Cost Accounting, Accounting, SEC Filings, General Ledger, Financial Statements, Cash Flow, Financial Analysis, Management
Education
Siena College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Teal, Becker & Chiaramonte, CPAs, P.C. August 2015 - Present
LeverPoint Management, LLC June 2015 - July 2015
Pryba Tobin & Company, PC January 2015 - May 2015
Teal, Becker & Chiaramonte, CPAs, P.C. May 2014 - August 2014
CAP COM Federal Credit Union May 2013 - January 2014
Skills
Customer Service, Work Well Independently, Team Leadership, Confidence Building, Analytical Skills, Financial Statement..., Organization Skills, Microsoft Excel, Auditing, QuickBooks, Financial Reporting
Education
Siena College 2015 — 2015
Master's of Science, Accounting
Siena College 2012 — 2014
Bachelor's of Science, Accounting
LeverPoint Management, LLC October 2012 - Present
Marvin and Company, P.C. August 2011 - October 2012
GE June 2010 - June 2011
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Private Equity, Tax, Accounts Payable, Financial Reporting, Internal Controls, US GAAP, Financial Statements, Cost Accounting, GAAP, Cash Flow, Account Reconciliation, General Ledger, Microsoft Excel, Fixed Assets, Analysis, Payroll
Education
Siena College
M.S., Accounting, 3.8 GPA
Siena College
B.S., Accounting, 3.3 GPA
LeverPoint Management, LLC June 2008 - Present
KPMG US January 2007 - June 2008
Wolfe's Wholesale May 2003 - October 2006
Skills
Private Equity, Treasury Management, Cash Management, Internal Controls, OFAC and AML Compliance, Financial Reporting, Accounting, Transaction Processing, Budgets, Auditing, General Ledger, Financial Statements, Accounts Payable, Accounts Receivable, Variance Analysis, Cash Flow Forecasting
Education
Siena College
Bachelor of Business Administration (B.B.A.), Accounting
Conversa, Santa Ana Costa Rica 2005 — 2005
Summer Abroad Program, Spanish Language Immersion Program
State University of New York College of Agriculture and Technology at Cobleskill
Associate of Arts and Sciences (A.A.S.), Accounting
LeverPoint Management, LLC August 2015 - Present
BullEx January 2013 - August 2015
AWS Truepower, LLC January 2012 - February 2013
AWS Truepower, LLC January 2010 - January 2012
NTP Media May 2007 - November 2008
North Country Chamber of Commerce January 2007 - May 2007
Glacéau vitaminwater May 2006 - August 2006
Skills
Salesforce Administrator, Email Marketing, CRM, Advertising, Trade Shows, Renewable Energy, HTML, GoToMeeting, Pardot, WordPress, SalesFor, Drip Marketing, Marketing Automation, CMS, Social Media, Copywriting, Customer Service, Salesforce.com, Account Management, Social Media Marketing, Sales, Management, Marketing Communications, Marketing, Marketing Strategy
Education
State University of New York College at Plattsburgh 2003 — 2007
Bachelor of Science, Business Marketing
SCAWWA / WEASC May 2010 - Present
LeverPoint Management, LLC May 2008 - May 2009
Lil Lambs Christian Daycare January 2007 - December 2007
The Ayco Company, L.P. August 2001 - December 2006
Deposit Control Systems June 1999 - August 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Microsoft Office, Budgets, Accounting, Nonprofits, Volunteer Management, Strategic Planning, Fundraising, Community Outreach, Public Speaking, Marketing, Social Media, Sustainability, Environmental Awareness, Team Building
Education
Hudson Valley Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
Dinamo Minsk July 2014 - Present
Tappara Tampere OY July 2013 - May 2014
Rensselaer Polytechnic Institute September 2010 - May 2013
LeverPoint Management, LLC June 2011 - August 2011
Skills
Creative Problem Solving, Delegation, Filing, PowerPoint, Visual Basic, Stata, Mechanical Engineering, Time Management
Education
Rensselaer Polytechnic Institute 2010 — 2013
BS, Business Administration, Management and Operations, Economics, 3.87
LeverPoint Management, LLC June 2015 - Present
Bellini's Italian Eatery June 2014 - Present
Siena College 2011 - 2015
Pombo Wealth Management May 2014 - August 2014
The Ginger Man February 2014 - July 2014
J&A Prep Kitchen August 2011 - January 2014
Siena College Research Institute 2011 - 2011
Skills
Customer Engagement, Team Leadership, Professional Phone..., Planning & Scheduling, Microsoft Access, Microsoft Excel, Social Media..., Time Management, Microsoft Office, Social Media, Microsoft Word, Access
Education
Siena College 2011 — 2015
Bachelor of Science (BS), Accounting
Shaker High School 2006 — 2010
University Auxiliary Services at Albany July 2015 - Present
LeverPoint Management, LLC April 2013 - May 2014
PwC January 2011 - April 2013
The Research Foundation of SUNY November 2009 - December 2010
St. Peter's Hospital February 2008 - December 2010
Ernst & Young June 2010 - August 2010
Wet Seal August 2006 - March 2008
Skills
Tax Returns, Accounting, Tax Research, Retail, Financial Statements, Private Equity, US GAAP
Education
University at Albany 2008 — 2010
Bachelors, Business Administration & Accounting
Hudson Valley Community College 2006 — 2008
Associates, Business Adm.
GE March 2014 - Present
PwC July 2011 - March 2014
GE Healthcare May 2010 - May 2011
LeverPoint Management, LLC May 2009 - December 2009
Binghamton Tennis Center June 2006 - December 2008
Skills
Accounting, Auditing, Financial Accounting, Internal Controls, Client Relations Skills, IT Operations, Business Operations, Finance, Analysis
Education
Siena College 2010 — 2010
MS, Accounting
Siena College 2006 — 2010
BS, Accounting, Minor in Information Systems
LeverPoint Management, LLC September 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
UHY LLP May 2015 - May 2015
General Electric Company June 2014 - May 2015
New York Yacht Club May 2013 - January 2014
Watervliet Civic Center Before & After School Program September 2012 - December 2012
A&P Fresh, Starbucks August 2010 - September 2012
Green Knights Basketball Camp June 2007 - June 2010
Skills
PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Time Management, Teamwork, Guided Tours, Auditing, Accounting, Social Media
Education
Siena College 2015 — 2016
Master’s Degree, Accounting
Siena College 2011 — 2015
Bachelor's Degree, Accounting, Senior
Saint Joseph Regional High School, Montvale NJ 2007 — 2011
Diploma
Tarte Cosmetics June 2014 - Present
Psyop May 2012 - May 2014
Leverpoint Management LLC January 2011 - May 2012
Leverpoint Management LLC September 2010 - February 2011
Skills
Finance, Microsoft Office, Accounts Payable, Accruals, Financial Accounting, NetSuite, Account Reconciliation, Accounts Receivable, Fund Accounting, General Ledger, Bank Reconciliation, Financial Statements, QuickBooks
Education
Siena College 2007 — 2011
BS, Accounting
CEFAM University International School of Business and Management
LeverPoint Management, LLC December 2012 - Present
Mack Molding Company September 2004 - December 2012
KB Toys November 2001 - September 2004
Bain & Company October 1999 - September 2001
Bain Capital September 1996 - August 1997
Skills
Strategic and..., Process Improvement and..., Cost Reduction and..., Financial Statement..., Internal Audit, M&A experience, Budgeting and..., Inventory Management, ERP Systems..., Transportation...
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Princeton University 1989 — 1993
Bachelor of Arts (BA), Economics
LeverPoint Management, LLC August 2008 - Present
MMA Financial November 2003 - August 2008
Ernst & Young, LLP November 1999 - November 2003
Prudental Center Management July 1996 - November 1999
Skills
Private Equity, Tax, Partnership Taxation
Education
Fordham University 1992 — 1996
BS
The Carlyle Group March 2013 - Present
Credit Suisse April 2009 - March 2013
LeverPoint Management, LLC August 2007 - March 2009
The Ayco Company, L.P. 2005 - 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Siena College
The London School of Economics and Political Science (LSE)
LeverPoint Management, LLC November 2011 - Present
PwC March 1998 - November 2011
Skills
Process Improvement, Internal Controls, Project Management
Education
Plymouth State University 1993 — 1997
Bachelor's degree, Compuer Information Systems
Colchester High School
Market Force Information July 2015 - Present
General Electric Company June 2008 - Present
Leverpoint Management, LLC November 2014 - July 2015
Curran Investment Management November 2006 - June 2008
Milliman July 2005 - November 2006
Skills
Finance, Corporate Finance, Cash Flow, Cash Management, Managerial Finance, Financial Reporting, Relationship Management, Sarbanes-Oxley Act
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting
Cornell University 1988 — 1993
Bachelor's degree, Business Management and Marketing
Prime Companies June 2015 - Present
The United Group of Companies July 2014 - June 2015
SaxBST October 2013 - June 2014
LeverPoint Management, LLC August 2011 - September 2013
Shallo, Galluscio, Bianchi, & Fucito CPAs PC May 2009 - August 2011
KPMG August 2007 - April 2009
RJ Carignan Insurance Company January 2005 - July 2007
The Bonadio Group February 2007 - April 2007
Skills
Financial Accounting, CPA, General Ledger, Financial Reporting, Tax Returns, Internal Controls, Accounting, Auditing, Cash Flow, Financial Analysis
Education
Siena College 2005 — 2007
BS, Accounting
GP Fund Solutions, LLC April 2013 - Present
Dormitory Authority State of NY December 2011 - March 2013
LeverPoint Management, LLC February 2010 - December 2011
KPMG LLP August 2007 - February 2010
Jenkins, Beecher & Bethel, LLP June 2003 - August 2007
Skills
GAAP, Financial Reporting, Accounting, Auditing, Financial Statement..., Financial Analysis, Partnership Accounting, Financial Audits
Education
University at Albany, SUNY 2006 — 2007
M.S., Accounting
State University of New York College at Plattsburgh 2002 — 2006
B.S., Accounting
South Glens Falls
GMO Renewable Resources July 2014 - Present
LeverPoint Management, LLC June 2012 - Present
Stulmaker, Kohn & Richardson, LLP October 2010 - June 2012
Whiteman Osterman & Hanna LLP May 2007 - October 2010
NBT Bank January 2005 - May 2007
Education
The College of Saint Rose 2008 — 2010
Master of Science, Accounting
State University of New York College of Agriculture and Technology at Cobleskill 2004 — 2007
Bachelor of Science, Financial Services
LeverPoint Management, LLC January 2013 - Present
LeverPoint Management, LLC July 2011 - January 2013
GRAZING, LLC May 2011 - July 2011
EDISON COUNTRY CLUB February 2003 - January 2011
Skills
Accounting, Private Equity, Financial Reporting, Financial Analysis, Compilation Of..., QuickBooks, Workbooks, General Ledger, Microsoft Office, Financial Statements, Accounts Payable, Auditing, Internal Controls, Financial Accounting, Customer Service, US GAAP, PowerPoint, Tax
Education
Siena College 2010 — 2011
MSA, Accounting
Siena College 2006 — 2010
B.S., Accounting
LeverPoint Management LLC February 2013 - Present
LeverPoint Management LLC July 2010 - February 2013
KPMG US September 2008 - May 2010
Skills
Private Equity, General Ledger, Financial Statements, Financial Accounting, Accounting, Financial Audits
Education
Michigan State University 2007 — 2008
Master's degree, Accounting
Michigan State University 2003 — 2007
Bachelor's degree, Accounting
LeverPoint Management, LLC June 2013 - Present
Brunner, Blackstone & Associates, PC September 2010 - May 2013
New York State Department of Taxation and Finance September 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Accounting, Tax, Research, Microsoft Word, Auditing, Customer Service, PowerPoint, Income Tax, Tax Preparation, Financial Statements, Financial Reporting, QuickBooks
Education
University at Albany 2007 — 2009
Bachelor's degree, Accounting
Hudson Valley Community College 2005 — 2007
Associate's degree, Business Administration and Management, General
AngioDynamics, Inc. August 2014 - Present
Monolith Solar Associates, LLC December 2013 - July 2014
Sovereign Logisitics June 2010 - September 2013
LeverPoint Management, LLC June 2008 - June 2010
Skills
Financial Reporting, Logistics Management, Managerial Finance, Internal Controls, Private Equity, Financial Accounting, Human Resources, QuickBooks, Accounting, Auditing, Financial Analysis, US GAAP, Microsoft Office, Microsoft Excel
Education
State University of New York at Albany 2005 — 2007
B.S., Accounting
Dutchess Community College 2003 — 2005
Bachelor of Science (BS), Accounting and Business/Management
LeverPoint Management, LLC February 2014 - February 2015
LeverPoint Management, LLC May 2012 - February 2014
Robert Half International / Accountemps July 2011 - May 2012
Deloitte September 2008 - July 2011
Bristol-Myers Squibb, Princeton, New Jersey June 2007 - August 2007
Education
Siena College 2004 — 2008
B.S. in Accounting
RJ Reynolds November 2013 - Present
RJ Reynolds August 2010 - October 2013
RJ Reynolds June 2008 - July 2010
LeverPoint Management, LLC March 2006 - April 2008
KPMG US September 2004 - March 2006
Nanjing Normal University September 1988 - January 1998
Skills
CPA, SAP, SAP BPC,...
Education
Universitsy at Albany 2002 — 2004
Master of Science (MS), Accounting, 3.87
Nanjing Normal University 1996 — 1998
Master of Arts (M.A.), World Literature
LeverPoint Management, LLC March 2014 - Present
Stephen F. Austin State University February 2011 - December 2013
Nhan & Company LLC June 2013 - August 2013
New Vietnamese Restaurant January 2007 - August 2007
Skills
Proficient in Microsoft..., Payroll
Education
Stephen F. Austin State University 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Community College of Philadelphia 2007 — 2010
Associate's degree, cultural, science and technology
LeverPoint Management, LLC January 2015 - April 2015
Northwestern Mutual June 2014 - December 2014
National Academy Foundation June 2013 - August 2013
Skills
Accounting, Auditing, Business Administration, Microsoft, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Access, Leadership, Social Networking
Education
State University of New York at Albany 2012 — 2016
Bachelor's Degree, Accounting and Business Administration
LeverPoint Management, LLC July 2015 - Present
Noble Gas Solutions November 2013 - June 2015
Berkshire Bank April 2013 - July 2013
Bath & Body Works August 2010 - March 2013
Climate Heating and Cooling, Inc May 2012 - August 2012
Skills
Financial Accounting, Account Reconciliation
Education
Massachusetts College of Liberal Arts 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.97
Massachusetts College of Liberal Arts 2012 — 2012
Bachelor's Degree, Business Administration and Management, General, 3.96
Berkshire Community College 2008 — 2011
Associate's degree, Business Administration and Management, General