LeverPoint Management, LLC

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LeverPoint Management, LLC Employees

Employee
Years
Job
Industry
Kelly Patricia Kelly Patricia Albany, New York Area Details
Kelly Patricia's LeverPoint Management, LLC Experience January 2010 - June 2010
Job Relationship Manager
Industry Financial Services
Experience
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

Sara Alsdorf Sara Alsdorf Greater New York City Area Details
Sara Alsdorf's LeverPoint Management, LLC Experience April 2014 - October 2014
Job Perkins Loan Officer at Marist College
Industry Accounting
Experience
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

Jonathan Zovistoski Jonathan Zovistoski Greater New York City Area Details
Jonathan Zovistoski's LeverPoint Management, LLC Experience April 2012 - July 2012
Job Revenue Associate at Bridgewater Associates, MBA candidate at Indiana (Kelley) University
Industry Financial Services
Experience
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

Ernest Stinebrickner Ernest Stinebrickner Schenectady, New York Details
Ernest Stinebrickner's LeverPoint Management, LLC Experience August 2014 - Present
Job Fund Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

John Bestafka John Bestafka Albany, New York Area Details
John Bestafka's LeverPoint Management, LLC Experience July 2011 - May 2012
Job Staff Assistant at The Bonadio Group
Industry Accounting
Experience
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

Molly Bush Molly Bush Albany, New York Area Details
Molly Bush's LeverPoint Management, LLC Experience May 2010 - June 2012
Job Senior Accountant at Informz
Industry Accounting
Experience
Informz  March 2014 - Present
Leverpoint Management   July 2012 - March 2014
LeverPoint Management, LLC   May 2010 - June 2012
The Ayco Company, L.P.   January 2008 - May 2010
Autotask  May 2008 - January 2009

Education
Siena College   2006 — 2010
BS Accounting, Accounting

Jillian Harper Jillian Harper Calgary, Canada Area Details
Jillian Harper's LeverPoint Management, LLC Experience May 2014 - November 2014
Job Freelance
Industry Media Production
Experience
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

Brad Cone, CPA Brad Cone, CPA Johnsonville, New York Details
Brad Cone, CPA's LeverPoint Management, LLC Experience August 2014 - Present
Job Senior Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Patrick Rizzo Patrick Rizzo United States Details
Patrick Rizzo's LeverPoint Management, LLC Experience June 2014 - Present
Job
Industry Accounting
Experience
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

Ann Quratul Ann Quratul Indianapolis, Indiana Details
Ann Quratul's LeverPoint Management, LLC Experience February 2013 - June 2013
Job Staff Accountant at Firestone Building Products
Industry Accounting
Experience
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

Elena Isaacson Elena Isaacson Clifton Park, New York Details
Elena Isaacson's LeverPoint Management, LLC Experience January 2013 - Present
Job Senior Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Becky Kahl Becky Kahl Saratoga Springs, New York Details
Becky Kahl's LeverPoint Management, LLC Experience July 2014 - September 2015
Job Business Development Coordinator
Industry Marketing and Advertising
Experience
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

Davyca Shivlall Davyca Shivlall Albany, New York Area Details
Davyca Shivlall's LeverPoint Management, LLC Experience June 2014 - Present
Job Investor Services Staff LeverPoint Management, L.P.
Industry Accounting
Experience
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

Daniel Kurylas Daniel Kurylas Yorktown Heights, New York Details
Daniel Kurylas's LeverPoint Management, LLC Experience September 2014 - December 2014
Job Graduate Student at Siena College
Industry Accounting
Experience
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

Elliott Lee Elliott Lee Albany, New York Area Details
Elliott Lee's LeverPoint Management, LLC Experience February 2011 - Present
Job Senior Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Isaac Dallas Isaac Dallas Albany, New York Area Details
Isaac Dallas's LeverPoint Management, LLC Experience January 2015 - Present
Job Fund Team Intern at LeverPoint Management, LLC
Industry Accounting
Experience
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

Stacey Mace Stacey Mace Albany, New York Area Details
Stacey Mace's LeverPoint Management, LLC Experience November 2013 - February 2014
Job Senior Accountant at The Bonadio Group
Industry Accounting
Experience
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

David MacPhee David MacPhee Albany, New York Area Details
David MacPhee's LeverPoint Management, LLC Experience December 2009 - Present
Job Chief Executive Officer at LeverPoint Management, LLC
Industry Venture Capital & Private Equity
Experience
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

Colin Witkowski Colin Witkowski Albany, New York Area Details
Colin Witkowski's LeverPoint Management, LLC Experience August 2014 - Present
Job Staff Accountant at Leverpoint Management, LLC
Industry Accounting
Experience
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

Jennifer Martindale Jennifer Martindale Latham, New York Details
Jennifer Martindale's LeverPoint Management, LLC Experience March 2010 - June 2013
Job Lead Senior Accountant at GP Fund Solutions, LLC
Industry Accounting
Experience
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

Kieran Sullivan Kieran Sullivan Bay Shore, New York Details
Kieran Sullivan's LeverPoint Management, LLC Experience January 2014 - May 2014
Job Audit Junior at Grassi & Co.
Industry Accounting
Experience
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

Jameson Wells Jameson Wells Greater New York City Area Details
Jameson Wells's LeverPoint Management, LLC Experience January 2014 - May 2014
Job Audit Assistant at Deloitte
Industry Accounting
Experience
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

Nicholas Assini, CPA Nicholas Assini, CPA Greater New York City Area Details
Nicholas Assini, CPA's LeverPoint Management, LLC Experience September 2012 - August 2014
Job Senior Analyst, Goldman Sachs
Industry Financial Services
Experience
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

Haleigh Tunis Haleigh Tunis Albany, New York Area Details
Haleigh Tunis's LeverPoint Management, LLC Experience September 2015 - Present
Job Leverpoint Management, LLC
Industry Financial Services
Experience
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

Nathan Mattison Nathan Mattison Queensbury, New York Details
Nathan Mattison's LeverPoint Management, LLC Experience March 2014 - Present
Job Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Daniel Nealon, CPA Daniel Nealon, CPA Albany, New York Area Details
Daniel Nealon, CPA's LeverPoint Management, LLC Experience 2014 - 2015
Job Certified Public Accountant
Industry Accounting
Experience
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

Andrea Blackburn Andrea Blackburn Albany, New York Area Details
Andrea Blackburn's LeverPoint Management, LLC Experience May 2015 - Present
Job Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Michelle McMahon Michelle McMahon Albany, New York Area Details
Michelle McMahon's LeverPoint Management, LLC Experience June 2014 - Present
Job Senior Fund Accountant at LeverPoint Management
Industry Accounting
Experience
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

Michael McGrail, MBA Michael McGrail, MBA Albany, New York Area Details
Michael McGrail, MBA's LeverPoint Management, LLC Experience October 2007 - Present
Job Manager at LeverPoint Management, LLC
Industry Accounting
Experience
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

Manda Silva Manda Silva Ballston Spa, New York Details
Manda Silva's LeverPoint Management, LLC Experience January 2014 - Present
Job Manager at LeverPoint Management, LLC
Industry Accounting
Experience
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

Sarah R. Wright, CPA Sarah R. Wright, CPA Queensbury, New York Details
Sarah R. Wright, CPA's LeverPoint Management, LLC Experience October 2014 - May 2015
Job Accounting Manager at Adirondack Health Institute
Industry Accounting
Experience
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

David Wilber Jr. David Wilber Jr. Albany, New York Area Details
David Wilber Jr.'s LeverPoint Management, LLC Experience June 2015 - July 2015
Job Accountant at Teal Becker & Chiaramonte
Industry Accounting
Experience
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

Theodore Cervini, MS Theodore Cervini, MS Clifton Park, New York Details
Theodore Cervini, MS's LeverPoint Management, LLC Experience October 2012 - Present
Job Senior Private Equity Fund Accountant at LeverPoint Management, LLC
Industry Venture Capital & Private Equity
Experience
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

Kristen Rinaldi (Keller), CTP Kristen Rinaldi (Keller), CTP Albany, New York Area Details
Kristen Rinaldi (Keller), CTP's LeverPoint Management, LLC Experience June 2008 - Present
Job Treasury and Finance Manager at LeverPoint Management, LLC
Industry Financial Services
Experience
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

Alison Shang Alison Shang Clifton Park, New York Details
Alison Shang's LeverPoint Management, LLC Experience August 2015 - Present
Job Business Development Coordinator at LeverPoint
Industry Marketing and Advertising
Experience
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

Lynette McNary Lynette McNary Columbia, South Carolina Area Details
Lynette McNary's LeverPoint Management, LLC Experience May 2008 - May 2009
Job Membership & Registration Specialist at SCAWWA / WEASC
Industry Nonprofit Organization Management
Experience
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

Nicholas Bailen Nicholas Bailen Buffalo, New York Details
Nicholas Bailen's LeverPoint Management, LLC Experience June 2011 - August 2011
Job Professional Athlete at Dinamo Minsk
Industry Sports
Experience
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

Kristen Garabedian Kristen Garabedian Albany, New York Details
Kristen Garabedian's LeverPoint Management, LLC Experience June 2015 - Present
Job Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Jennifer Creedon, CPA Jennifer Creedon, CPA Albany, New York Area Details
Jennifer Creedon, CPA's LeverPoint Management, LLC Experience April 2013 - May 2014
Job Finance and Administration Senior at University Auxiliary Services at Albany
Industry Accounting
Experience
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.

Lauren Garbade, CPA Lauren Garbade, CPA Albany, New York Area Details
Lauren Garbade, CPA's LeverPoint Management, LLC Experience May 2009 - December 2009
Job Accounting Analyst at GE
Industry Accounting
Experience
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

Gregory Zampini Gregory Zampini Greater New York City Area Details
Gregory Zampini's LeverPoint Management, LLC Experience September 2015 - Present
Job Intern at LeverPoint Management, LLC
Industry Accounting
Experience
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

Samantha Montalbano Samantha Montalbano Greater New York City Area Details
Samantha Montalbano's LeverPoint Management, LLC Experience January 2011 - May 2012
Job Accounting Manager at Tarte Cosmetics
Industry Accounting
Experience
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

Harry Gutheil Harry Gutheil Clifton Park, New York Details
Harry Gutheil's LeverPoint Management, LLC Experience December 2012 - Present
Job Chief Financial & Administrative Officer at LeverPoint Management, LLC
Industry Financial Services
Experience
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

Doug Rotondi Doug Rotondi Clifton Park, New York Details
Doug Rotondi's LeverPoint Management, LLC Experience August 2008 - Present
Job Tax Manager at LeverPoint Management, LLC
Industry Accounting
Experience
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

Pat Delay Pat Delay New York, New York Details
Pat Delay's LeverPoint Management, LLC Experience August 2007 - March 2009
Job The Carlyle Group
Industry Financial Services
Experience
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)

Jack Bitter Jack Bitter Clifton Park, New York Details
Jack Bitter's LeverPoint Management, LLC Experience November 2011 - Present
Job IT Manager at LeverPoint Management, LLC
Industry Venture Capital & Private Equity
Experience
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

Lucy Olive Lucy Olive Albany, New York Area Details
Lucy Olive's LeverPoint Management, LLC Experience November 2014 - July 2015
Job Global Payroll and Benrfits Manager, Market Force Information, Inc.
Industry Financial Services
Experience
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

Daniel Lynn Daniel Lynn Albany, New York Area Details
Daniel Lynn's LeverPoint Management, LLC Experience August 2011 - September 2013
Job at
Industry Accounting
Experience
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

Ralph Underwood, CPA Ralph Underwood, CPA Albany, New York Area Details
Ralph Underwood, CPA's LeverPoint Management, LLC Experience February 2010 - December 2011
Job Senior Accountant at GP Fund Solutions, LLC
Industry Accounting
Experience
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

Andrea Barlow, CPA Andrea Barlow, CPA Boston, Massachusetts Details
Andrea Barlow, CPA's LeverPoint Management, LLC Experience June 2012 - Present
Job Fund Accountant at GMO Renewable Resources
Industry Accounting
Experience
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

Nicholas J. O'Connor Nicholas J. O'Connor Clifton Park, New York Details
Nicholas J. O'Connor's LeverPoint Management, LLC Experience January 2013 - Present
Job Senior Accountant at LeverPoint Management, LLC
Industry Accounting
Experience
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

Kendall Coleman Kendall Coleman United States Details
Kendall Coleman's LeverPoint Management, LLC Experience February 2013 - Present
Job Manager at LeverPoint Management LLC
Industry Accounting
Experience
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

Joseph Donlon Joseph Donlon Albany, New York Area Details
Joseph Donlon's LeverPoint Management, LLC Experience June 2013 - Present
Job Senior Accountant at Leverpoint Management, LLC
Industry Accounting
Experience
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

Chris Naumann Chris Naumann Albany, New York Area Details
Chris Naumann's LeverPoint Management, LLC Experience June 2008 - June 2010
Job Accountant at Angiodynamics
Industry Import and Export
Experience
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

Callie Carpenter Callie Carpenter Albany, New York Area Details
Callie Carpenter's LeverPoint Management, LLC Experience February 2014 - February 2015
Job
Industry Management Consulting
Experience
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

liqing carey liqing carey Kernersville, North Carolina Details
liqing carey's LeverPoint Management, LLC Experience March 2006 - April 2008
Job Lead Finance Manager at SFR Tobacco International (a Reynolds American company)
Industry Consumer Goods
Experience
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

Danh Dao Danh Dao Slingerlands, New York Details
Danh Dao's LeverPoint Management, LLC Experience March 2014 - Present
Job Staff Accountant at LeverPoint Management, LLC
Industry Higher Education
Experience
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

Jared Berkowitz Jared Berkowitz Old Bethpage, New York Details
Jared Berkowitz's LeverPoint Management, LLC Experience January 2015 - April 2015
Job Intern at LeverPoint Management, LLC
Industry Accounting
Experience
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

Jenna Butler Jenna Butler Rensselaer, New York Details
Jenna Butler's LeverPoint Management, LLC Experience July 2015 - Present
Job Accountant at LeverPoint
Industry Accounting
Experience
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