Marcum & Kliegman LLP
Industry: Company
DescriptionHeadquarters: United States of America Founded: 1951 Subsidiaries: Raffa, P.C., Marcum Search LLC,
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Marcum & Kliegman LLP Employees
Employee
Years
Job
Industry
Ashleigh Martel-Smith, CPA Ashleigh Martel-Smith, CPA's Marcum & Kliegman LLP Experience September 2007 - December 2008
Job Certified Public Accountant
Industry Accounting
Experience
SaxBST December 2008 - Present
Marcum & Kliegman LLP September 2007 - December 2008
Marcum LLP 2007 - 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, SEC filings, CPA, Accounting, US GAAP, Financial Accounting, Financial Statements, General Ledger, Sarbanes-Oxley Act
Education
Hartwick College 2001 — 2005
BS - Accounting, Accounting
SaxBST December 2008 - Present
Marcum & Kliegman LLP September 2007 - December 2008
Marcum LLP 2007 - 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, SEC filings, CPA, Accounting, US GAAP, Financial Accounting, Financial Statements, General Ledger, Sarbanes-Oxley Act
Education
Hartwick College 2001 — 2005
BS - Accounting, Accounting
Alice Vecchione Alice Vecchione's Marcum & Kliegman LLP Experience February 2001 - November 2002
Job AVPSenior Portfolio Analyst at Ivy Asset Management
Industry Investment Management
Experience
Joseph G Boyce CPA PC February 2011 - Present
Ivy Asset Management August 2009 - October 2010
Ivy Asset Management February 2003 - August 2009
Marcum & Kliegman LLP February 2001 - November 2002
Margolin, Winer & Evens LLP January 1996 - January 2001
Skills
Certified Public...
Education
Hofstra University 1989 — 1991
Bachelor of Business Administration (BBA), Accounting
Nassau Community College 1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Joseph G Boyce CPA PC February 2011 - Present
Ivy Asset Management August 2009 - October 2010
Ivy Asset Management February 2003 - August 2009
Marcum & Kliegman LLP February 2001 - November 2002
Margolin, Winer & Evens LLP January 1996 - January 2001
Skills
Certified Public...
Education
Hofstra University 1989 — 1991
Bachelor of Business Administration (BBA), Accounting
Nassau Community College 1987 — 1989
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Tina Patel Tina Patel's Marcum & Kliegman LLP Experience March 2008 - May 2008
Job Human Resources Business Partner/ Talent Acquisition at Marchon Eyewear
Industry Staffing and Recruiting
Experience
Marchon Eyewear April 2013 - Present
Sleepy's LLC March 2010 - April 2013
US Census Bureau October 2008 - March 2010
Marcum & Kliegman LLP March 2008 - May 2008
Deloitte January 2006 - March 2008
Robert Half Finance & Accounting May 2005 - November 2005
Saint-Gobain July 2004 - February 2005
Aetna US Healthcare July 2002 - July 2004
Skills
Recruiting, Hiring, Talent Acquisition, Applicant Tracking..., Sourcing, Screening, Corporate Recruiting, Job Fairs, Reference Checking, Internal Audit, Retail, Background Checks, Personal Training, Government, Presentations, Full-cycle Recruiting, Attention To Detail, Client Relationship..., Staff Training, Group Presentations, Sales Recruitment, Onboarding, CRM, Employee Relations, Leadership, SDLC, Human Resources, Performance Management, Temporary Placement, Consulting, Interviews, Management, Training, Talent Management
Education
Drexel University - LeBow College of Business 1999 — 2002
BS, Finance & Accounting
Springfield High School 1994 — 1998
Drexel University
Bachelors of Science, Business Administration Concentration in Finance and MIS
Marchon Eyewear April 2013 - Present
Sleepy's LLC March 2010 - April 2013
US Census Bureau October 2008 - March 2010
Marcum & Kliegman LLP March 2008 - May 2008
Deloitte January 2006 - March 2008
Robert Half Finance & Accounting May 2005 - November 2005
Saint-Gobain July 2004 - February 2005
Aetna US Healthcare July 2002 - July 2004
Skills
Recruiting, Hiring, Talent Acquisition, Applicant Tracking..., Sourcing, Screening, Corporate Recruiting, Job Fairs, Reference Checking, Internal Audit, Retail, Background Checks, Personal Training, Government, Presentations, Full-cycle Recruiting, Attention To Detail, Client Relationship..., Staff Training, Group Presentations, Sales Recruitment, Onboarding, CRM, Employee Relations, Leadership, SDLC, Human Resources, Performance Management, Temporary Placement, Consulting, Interviews, Management, Training, Talent Management
Education
Drexel University - LeBow College of Business 1999 — 2002
BS, Finance & Accounting
Springfield High School 1994 — 1998
Drexel University
Bachelors of Science, Business Administration Concentration in Finance and MIS
Kate Wozniak Kate Wozniak's Marcum & Kliegman LLP Experience January 2005 - April 2005
Job Account Manager at Braverman CPA PC
Industry Accounting
Experience
Braverman CPA PC September 2007 - April 2014
Peter Advani CPA, PLLC July 2005 - August 2007
Marcum & Kliegman LLP January 2005 - April 2005
Capala Brothers, Inc February 2001 - April 2004
Skills
Lacerte, QuickBooks, Practice Management, Accounting, Reviews, Tax Preparation, Employee Training, Financial Statements, Business Management, Business Service..., Bookkeeping, Research, Tax Advisory, Payroll Taxes, Business Tax Planning, Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Tax Returns, Tax, Finance, Cash Flow, Auditing, Management
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting, 3.6/4.0
Braverman CPA PC September 2007 - April 2014
Peter Advani CPA, PLLC July 2005 - August 2007
Marcum & Kliegman LLP January 2005 - April 2005
Capala Brothers, Inc February 2001 - April 2004
Skills
Lacerte, QuickBooks, Practice Management, Accounting, Reviews, Tax Preparation, Employee Training, Financial Statements, Business Management, Business Service..., Bookkeeping, Research, Tax Advisory, Payroll Taxes, Business Tax Planning, Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Tax Returns, Tax, Finance, Cash Flow, Auditing, Management
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Accounting, 3.6/4.0
Sarah Cast, CPA Sarah Cast, CPA's Marcum & Kliegman LLP Experience 2007 - 2008
Job Controller at Case Commons, Inc.
Industry Accounting
Experience
Case Commons, Inc. March 2014 - Present
Case Commons, Inc. March 2013 - March 2014
Friedman LLP November 2008 - March 2013
Marcum & Kliegman LLP 2007 - 2008
Marcum LLP 2007 - 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, CPA, Tax Preparation, Financial Statements, Account Reconciliation, Corporate Tax, Tax Research, Internal Audit, Variance Analysis, Income Tax, QuickBooks, ProSystem fx Tax, GAAP, General Ledger, US GAAP, Tax, Financial Accounting, Tax Returns, Tax Accounting
Education
Fordham University 2003 — 2007
BS, Accounting
Case Commons, Inc. March 2014 - Present
Case Commons, Inc. March 2013 - March 2014
Friedman LLP November 2008 - March 2013
Marcum & Kliegman LLP 2007 - 2008
Marcum LLP 2007 - 2008
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, CPA, Tax Preparation, Financial Statements, Account Reconciliation, Corporate Tax, Tax Research, Internal Audit, Variance Analysis, Income Tax, QuickBooks, ProSystem fx Tax, GAAP, General Ledger, US GAAP, Tax, Financial Accounting, Tax Returns, Tax Accounting
Education
Fordham University 2003 — 2007
BS, Accounting
Sareena Sawhney's Marcum & Kliegman LLP Experience 2003 - 2006
Job Litigation Specialist in the Forensic Accounting & Commercial Damages Area
Industry Accounting
Experience
Marks Paneth & Shron LLP 2010 - Present
Marcum & Kliegman LLP 2003 - 2006
Ernst & Young 2002 - 2006
Skills
Forensic Accounting, Fraud, Expert Witness, Certified Fraud Examiner, Litigation, Bankruptcy, Internal Controls, Corporate Law, Commercial Litigation, Arbitration, Trials, Valuation, Due Diligence, Forensic Analysis, Microsoft Excel
Education
Loyola University New Orleans
MBA, Finance
Stony Brook University
B.A., Economics
Marks Paneth & Shron LLP 2010 - Present
Marcum & Kliegman LLP 2003 - 2006
Ernst & Young 2002 - 2006
Skills
Forensic Accounting, Fraud, Expert Witness, Certified Fraud Examiner, Litigation, Bankruptcy, Internal Controls, Corporate Law, Commercial Litigation, Arbitration, Trials, Valuation, Due Diligence, Forensic Analysis, Microsoft Excel
Education
Loyola University New Orleans
MBA, Finance
Stony Brook University
B.A., Economics
Allison Fee Allison Fee's Marcum & Kliegman LLP Experience June 2008 - July 2009
Job Founder & Owner of Ali Fee Public Relations + Strategic Marketing
Industry Public Relations and Communications
Experience
Ali Fee PR August 2011 - Present
Haven LLC January 2008 - September 2011
Panthere Communications July 2009 - June 2011
Soho House Skinny Dip Fashion Show Series May 2009 - September 2009
Marcum & Kliegman LLP June 2008 - July 2009
Bragman Nyman Cafarelli 2007 - 2008
PR Consulting 2007 - 2008
Skills
Public Relations, Blogging, Marketing Strategy, Publicity, Social Media, Advertising, Sales, Facebook, Online Advertising, Editing, Fashion, Press Releases, Event Planning, Event Management, Social Networking, Marketing Communications, Digital Media, Brand Development, Online Marketing, Media Relations, Social Media Marketing, Integrated Marketing, Digital Marketing, Corporate Communications, Brand Management
Education
University of Delaware 2004 — 2008
BS, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Ali Fee PR August 2011 - Present
Haven LLC January 2008 - September 2011
Panthere Communications July 2009 - June 2011
Soho House Skinny Dip Fashion Show Series May 2009 - September 2009
Marcum & Kliegman LLP June 2008 - July 2009
Bragman Nyman Cafarelli 2007 - 2008
PR Consulting 2007 - 2008
Skills
Public Relations, Blogging, Marketing Strategy, Publicity, Social Media, Advertising, Sales, Facebook, Online Advertising, Editing, Fashion, Press Releases, Event Planning, Event Management, Social Networking, Marketing Communications, Digital Media, Brand Development, Online Marketing, Media Relations, Social Media Marketing, Integrated Marketing, Digital Marketing, Corporate Communications, Brand Management
Education
University of Delaware 2004 — 2008
BS, Marketing
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Trish Portnoy, CPA, MS Ed Trish Portnoy, CPA, MS Ed's Marcum & Kliegman LLP Experience December 1995 - January 1997
Job Blogger at College Push: Room 106
Industry Higher Education
Experience
College Push June 2014 - Present
College Apps: Selecting, Applying to, and Paying for the Right College for You October 2012 - Present
WIHS September 2007 - Present
West Islip Unified School District September 1997 - Present
Energy Organics January 2009 - December 2010
Long Island Accountants Network LLC July 2008 - January 2009
Paramount Recruiting January 2008 - June 2008
SUNY Farmingdale State August 2007 - December 2007
Career Blazers May 1997 - December 2000
Marcum & Kliegman LLP December 1995 - January 1997
Skills
Accounting, Job Coaching, Staff Development, Microsoft Office, Holistic Health, Public Speaking, Coaching, Teaching, Admissions, CV, Career Counseling, Classroom, Community Outreach, Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Higher Education, Instructional Design, Leadership, Leadership Development, Program Development, Research, Student Affairs, Training
Education
LIU Post 2001 — 2005
PD, Ed Administration
Dowling College 1996 — 2000
MS, Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Accounting
College Push June 2014 - Present
College Apps: Selecting, Applying to, and Paying for the Right College for You October 2012 - Present
WIHS September 2007 - Present
West Islip Unified School District September 1997 - Present
Energy Organics January 2009 - December 2010
Long Island Accountants Network LLC July 2008 - January 2009
Paramount Recruiting January 2008 - June 2008
SUNY Farmingdale State August 2007 - December 2007
Career Blazers May 1997 - December 2000
Marcum & Kliegman LLP December 1995 - January 1997
Skills
Accounting, Job Coaching, Staff Development, Microsoft Office, Holistic Health, Public Speaking, Coaching, Teaching, Admissions, CV, Career Counseling, Classroom, Community Outreach, Curriculum Design, Curriculum Development, Educational Leadership, Educational Technology, Higher Education, Instructional Design, Leadership, Leadership Development, Program Development, Research, Student Affairs, Training
Education
LIU Post 2001 — 2005
PD, Ed Administration
Dowling College 1996 — 2000
MS, Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Accounting
Jason Pileggi Jason Pileggi's Marcum & Kliegman LLP Experience November 1998 - May 2002
Job Director – Executive Education at IESE Business School
Industry Information Technology and Services
Experience
IESE Business School June 2015 - Present
ProfExpress February 2006 - Present
Learnicious 2014 - May 2015
Dantex Group September 2004 - January 2006
U.S. Commercial Service March 2004 - June 2004
Marcum & Kliegman LLP November 1998 - May 2002
Skills
Forecasting, Planning, Profit, New Business Development, Strategic Planning, Educational Technology, Strategy, Business Development, Strategic Partnerships, Competitive Analysis, Business Strategy, Leadership, Account Management, Negotiation, Sales, Marketing, Team Building, Budgets, Project Management, Analysis, Business Planning, Product Launch, Sales Management, Marketing Strategy, Start-ups, Sales Operations, Direct Sales, Spanish, Market Research, Management, Operations Management, Key Account Management, Marketing Management, International Business, Product Marketing, Marketing Communications, Financial Analysis, Sales Process, B2B, International Sales, Market Analysis, Team Leadership, Social Media Marketing
Education
ESADE Business & Law School 2002 — 2004
MBA, Entrepreneurship / Marketing
Villanova University
BS Economics, BS Econ
IESE Business School June 2015 - Present
ProfExpress February 2006 - Present
Learnicious 2014 - May 2015
Dantex Group September 2004 - January 2006
U.S. Commercial Service March 2004 - June 2004
Marcum & Kliegman LLP November 1998 - May 2002
Skills
Forecasting, Planning, Profit, New Business Development, Strategic Planning, Educational Technology, Strategy, Business Development, Strategic Partnerships, Competitive Analysis, Business Strategy, Leadership, Account Management, Negotiation, Sales, Marketing, Team Building, Budgets, Project Management, Analysis, Business Planning, Product Launch, Sales Management, Marketing Strategy, Start-ups, Sales Operations, Direct Sales, Spanish, Market Research, Management, Operations Management, Key Account Management, Marketing Management, International Business, Product Marketing, Marketing Communications, Financial Analysis, Sales Process, B2B, International Sales, Market Analysis, Team Leadership, Social Media Marketing
Education
ESADE Business & Law School 2002 — 2004
MBA, Entrepreneurship / Marketing
Villanova University
BS Economics, BS Econ
Nicholas Finkelman, CFA Nicholas Finkelman, CFA's Marcum & Kliegman LLP Experience June 2001 - June 2002
Job Senior Credit Portfolio Manager at Korea Investment Corporation
Industry Financial Services
Experience
Korea Investment Corporation February 2013 - Present
Ryan Labs Asset Management Inc January 2004 - 2013
Global Futures LLP June 2002 - January 2004
Marcum & Kliegman LLP June 2001 - June 2002
Skills
Portfolio Management, Corporate Credit, Fixed Income, Bonds, Fundamental Analysis, Asset Liability..., LDI, Total Return, Investments, Relative Value Trading, Barclays Point, Hedging, Equities, Credit Rating, Trading, Capital Markets, Credit Research, Liability Driven..., High Grade Credit, ALM, Technical Analysis
Education
Pace University - Lubin School of Business
BBA Finance, Management Science
Korea Investment Corporation February 2013 - Present
Ryan Labs Asset Management Inc January 2004 - 2013
Global Futures LLP June 2002 - January 2004
Marcum & Kliegman LLP June 2001 - June 2002
Skills
Portfolio Management, Corporate Credit, Fixed Income, Bonds, Fundamental Analysis, Asset Liability..., LDI, Total Return, Investments, Relative Value Trading, Barclays Point, Hedging, Equities, Credit Rating, Trading, Capital Markets, Credit Research, Liability Driven..., High Grade Credit, ALM, Technical Analysis
Education
Pace University - Lubin School of Business
BBA Finance, Management Science
Christina (Tina) Catalina, CPA Christina (Tina) Catalina, CPA's Marcum & Kliegman LLP Experience 2006 - 2008
Job Partner in the Alternative Investment Group at Marcum LLP
Industry Venture Capital & Private Equity
Experience
Marcum LLP November 2008 - Present
SMSC June 2008 - October 2008
Marcum & Kliegman LLP 2006 - 2008
NBTY May 2001 - November 2006
Yogen Fruz June 1998 - May 2001
PriceWaterhouseCoopers 1991 - 1997
Coopers & Lybrand 1991 - 1997
Skills
Certified Public..., Fair Value, Private Equity, Accounting, Audit, GAAP, Financial Reporting, Technical Accounting, Hedge Funds, Valuation, Alternative Investments, Fund Accounting, Due Diligence, Revenue Recognition, Purchase Accounting, Manufacturing, US GAAP, Investments, Venture Capital, Cash Flow, Derivatives, Consolidation, Assurance, SEC reporting, SEC filings, Auditing, SEC, Fund Of Funds, External Audit, Financial Audits, Financial Statements, Finance, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Finance, Financial Accounting, Internal Controls, Forensic Accounting, Tax, Business Valuation, IFRS, Corporate Tax, Financial Analysis, SEC Filings, Ethics
Education
Adelphi University 1989 — 1991
Bachelor of Science, Accounting
Marcum LLP November 2008 - Present
SMSC June 2008 - October 2008
Marcum & Kliegman LLP 2006 - 2008
NBTY May 2001 - November 2006
Yogen Fruz June 1998 - May 2001
PriceWaterhouseCoopers 1991 - 1997
Coopers & Lybrand 1991 - 1997
Skills
Certified Public..., Fair Value, Private Equity, Accounting, Audit, GAAP, Financial Reporting, Technical Accounting, Hedge Funds, Valuation, Alternative Investments, Fund Accounting, Due Diligence, Revenue Recognition, Purchase Accounting, Manufacturing, US GAAP, Investments, Venture Capital, Cash Flow, Derivatives, Consolidation, Assurance, SEC reporting, SEC filings, Auditing, SEC, Fund Of Funds, External Audit, Financial Audits, Financial Statements, Finance, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, Corporate Finance, Financial Accounting, Internal Controls, Forensic Accounting, Tax, Business Valuation, IFRS, Corporate Tax, Financial Analysis, SEC Filings, Ethics
Education
Adelphi University 1989 — 1991
Bachelor of Science, Accounting
Cassandra Schweyher Cassandra Schweyher's Marcum & Kliegman LLP Experience April 2008 - April 2009
Job Account Executive
Industry Insurance
Experience
BWD Agency Inc. September 2013 - Present
Lenox Advisors June 2009 - September 2013
Marcum & Kliegman LLP April 2008 - April 2009
Jaspan Schlesinger Hoffman LLP June 2006 - April 2008
Skills
Deferred Compensation, Employee Benefits, HRIS, Human Resources, Payroll, Customer Service, Disability Insurance, FMLA, Insurance, Interviews
Education
Pace University - Lubin School of Business 2002 — 2006
BA, Business Management with a concentration in Human Resources
BWD Agency Inc. September 2013 - Present
Lenox Advisors June 2009 - September 2013
Marcum & Kliegman LLP April 2008 - April 2009
Jaspan Schlesinger Hoffman LLP June 2006 - April 2008
Skills
Deferred Compensation, Employee Benefits, HRIS, Human Resources, Payroll, Customer Service, Disability Insurance, FMLA, Insurance, Interviews
Education
Pace University - Lubin School of Business 2002 — 2006
BA, Business Management with a concentration in Human Resources
Jinesh Jani, CPA, CGMA, CFE Jinesh Jani, CPA, CGMA, CFE's Marcum & Kliegman LLP Experience 2001 - 2003
Job Vice President JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase April 2012 - Present
Citi July 2011 - April 2012
Deutsche Bank February 2007 - July 2011
Ernst & Young 2004 - 2007
Marcum & Kliegman LLP 2001 - 2003
Hays & Company LLP 1999 - 2001
Moody's Investors Service, New York, NY July 1997 - January 1999
Meltzer Industries November 1994 - July 1997
Skills
Internal Controls, Financial Reporting, Internal Audit, Auditing, Sarbanes-Oxley Act, Operational Risk, Investment Banking, Operational Risk..., IFRS, Analysis, Accounting, US GAAP, Financial Risk
Education
City University of New York-Hunter College 1990 — 1993
B.S., HUNTER COLLEGE - B.S. (Cum Laude), Accounting, 1993
Sydenham College of Commerce & Economics 1986 — 1989
Commerce
JPMorgan Chase April 2012 - Present
Citi July 2011 - April 2012
Deutsche Bank February 2007 - July 2011
Ernst & Young 2004 - 2007
Marcum & Kliegman LLP 2001 - 2003
Hays & Company LLP 1999 - 2001
Moody's Investors Service, New York, NY July 1997 - January 1999
Meltzer Industries November 1994 - July 1997
Skills
Internal Controls, Financial Reporting, Internal Audit, Auditing, Sarbanes-Oxley Act, Operational Risk, Investment Banking, Operational Risk..., IFRS, Analysis, Accounting, US GAAP, Financial Risk
Education
City University of New York-Hunter College 1990 — 1993
B.S., HUNTER COLLEGE - B.S. (Cum Laude), Accounting, 1993
Sydenham College of Commerce & Economics 1986 — 1989
Commerce
Brian M. Aledort, CPA's Marcum & Kliegman LLP Experience May 2008 - August 2008
Job Finance Associate at Marker LLC
Industry Venture Capital & Private Equity
Experience
Marker LLC June 2013 - Present
Marcum LLP January 2010 - June 2013
Marcum & Kliegman LLP May 2008 - August 2008
Skills
Accounting, GAAP, US GAAP, Financial Reporting, Financial Accounting, Venture Capital, Alternative Investments, Auditing, Financial Analysis, Microsoft Excel, Private Equity, Hedge Funds, CPA, Due Diligence, Tax, Digital Photography, Corporate Tax, Microsoft Office, Investments, Excel, Analytics, Technological Solutions, Standards Compliance, Audit, Service Contract Sales
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelors of Business Administration with Distinction, Accounting, Finance
University of Michigan 2005 — 2009
BBA, Accounting and Finance
Marker LLC June 2013 - Present
Marcum LLP January 2010 - June 2013
Marcum & Kliegman LLP May 2008 - August 2008
Skills
Accounting, GAAP, US GAAP, Financial Reporting, Financial Accounting, Venture Capital, Alternative Investments, Auditing, Financial Analysis, Microsoft Excel, Private Equity, Hedge Funds, CPA, Due Diligence, Tax, Digital Photography, Corporate Tax, Microsoft Office, Investments, Excel, Analytics, Technological Solutions, Standards Compliance, Audit, Service Contract Sales
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelors of Business Administration with Distinction, Accounting, Finance
University of Michigan 2005 — 2009
BBA, Accounting and Finance
Phil Strassler Phil Strassler's Marcum & Kliegman LLP Experience November 1995 - December 2007
Job at SFO Advisor Select
Industry Management Consulting
Experience
Professional Peers Connect, LLC January 2009 - Present
SFO Advisor Select January 2009 - Present
Strassler, LLC January 2008 - Present
SFO Advisor Select 2008 - 2010
Marcum & Kliegman LLP November 1995 - December 2007
Selzer Group 1982 - 1989
Skills
CPA
Education
Hofstra University 1967 — 1969
Hofstra University 1965 — 1969
bba, accounting
New York University - Polytechnic School of Engineering 1964 — 1966
chemical engineering
Professional Peers Connect, LLC January 2009 - Present
SFO Advisor Select January 2009 - Present
Strassler, LLC January 2008 - Present
SFO Advisor Select 2008 - 2010
Marcum & Kliegman LLP November 1995 - December 2007
Selzer Group 1982 - 1989
Skills
CPA
Education
Hofstra University 1967 — 1969
Hofstra University 1965 — 1969
bba, accounting
New York University - Polytechnic School of Engineering 1964 — 1966
chemical engineering
Jennifer Olsen Alessi's Marcum & Kliegman LLP Experience July 2006 - May 2008
Job Events Director at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP July 2006 - May 2008
Marcum LLP 2002 - 2008
Marcum & Kliegman LLP December 2001 - July 2006
Robocom Systems International April 1997 - August 2001
Frisby August 1994 - April 1997
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business Economics- Marketing & Management
Massapequa High School 1987 — 1989
High School, General
Marcum & Kliegman LLP July 2006 - May 2008
Marcum LLP 2002 - 2008
Marcum & Kliegman LLP December 2001 - July 2006
Robocom Systems International April 1997 - August 2001
Frisby August 1994 - April 1997
Education
State University of New York College at Oneonta 1989 — 1993
BS, Business Economics- Marketing & Management
Massapequa High School 1987 — 1989
High School, General
Elaine (Ching-han) Cheung Elaine (Ching-han) Cheung's Marcum & Kliegman LLP Experience June 2007 - August 2008
Job M.S. in Accounting
Industry Accounting
Experience
CSC & Associates February 2010 - September 2012
Pacific Basin Shipping Limited June 2009 - August 2009
Marcum & Kliegman LLP June 2007 - August 2008
Deloitte & Touche USA LLP December 2006 - May 2007
McGladrey November 2004 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, English, Customer Service, Windows, Research, Financial Reporting, Internal Controls, Auditing, Financial Accounting
Education
Univiersity of British Columbia 2014 — 2015
Diploma in Accounting, Accounting
Queens College 2001 — 2004
Master of Science (MS), Accounting
The Ohio State University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
CSC & Associates February 2010 - September 2012
Pacific Basin Shipping Limited June 2009 - August 2009
Marcum & Kliegman LLP June 2007 - August 2008
Deloitte & Touche USA LLP December 2006 - May 2007
McGladrey November 2004 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Accounting, Budgets, English, Customer Service, Windows, Research, Financial Reporting, Internal Controls, Auditing, Financial Accounting
Education
Univiersity of British Columbia 2014 — 2015
Diploma in Accounting, Accounting
Queens College 2001 — 2004
Master of Science (MS), Accounting
The Ohio State University 1991 — 1994
Bachelor of Business Administration (BBA), Accounting
Anthony Tomaro, CPA's Marcum & Kliegman LLP Experience August 2004 - November 2008
Job Chief Executive Officer at Organic Avenue, LLC
Industry Health, Wellness and Fitness
Experience
Organic Avenue, LLC December 2014 - Present
Organic Avenue, LLC August 2013 - December 2014
UHY Advisors January 2009 - August 2013
UHY LLP August 2008 - August 2013
Marcum & Kliegman LLP August 2004 - November 2008
I-trax, Inc. 2001 - 2004
Skills
Due Diligence, Financial Reporting, IPO, Financial Statements, Mergers, Private Equity, Auditing, Accounting, Tax, Restructuring, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Financial Analysis, Managerial Finance, Internal Controls, Finance, SEC filings, US GAAP, Financial Accounting, CPA, Mergers & Acquisitions, Financial Audits, Business Valuation, Consolidation, Corporate Tax, IFRS, Venture Capital, Forensic Accounting
Education
Adelphi University 1986 — 1988
Business, Accounting
Organic Avenue, LLC December 2014 - Present
Organic Avenue, LLC August 2013 - December 2014
UHY Advisors January 2009 - August 2013
UHY LLP August 2008 - August 2013
Marcum & Kliegman LLP August 2004 - November 2008
I-trax, Inc. 2001 - 2004
Skills
Due Diligence, Financial Reporting, IPO, Financial Statements, Mergers, Private Equity, Auditing, Accounting, Tax, Restructuring, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, GAAP, Financial Analysis, Managerial Finance, Internal Controls, Finance, SEC filings, US GAAP, Financial Accounting, CPA, Mergers & Acquisitions, Financial Audits, Business Valuation, Consolidation, Corporate Tax, IFRS, Venture Capital, Forensic Accounting
Education
Adelphi University 1986 — 1988
Business, Accounting
Leonard M. Lubin Leonard M. Lubin's Marcum & Kliegman LLP Experience July 2005 - May 2007
Job Senior Manager at Friedman LLP
Industry Accounting
Experience
Friedman LLP June 2007 - Present
Marcum & Kliegman LLP July 2005 - May 2007
Skills
GAAP, US GAAP, SEC filings, CPA, Corporate Tax, Internal Controls, Tax Accounting, Auditing, Tax Preparation, Tax
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Science, Accounting
Friedman LLP June 2007 - Present
Marcum & Kliegman LLP July 2005 - May 2007
Skills
GAAP, US GAAP, SEC filings, CPA, Corporate Tax, Internal Controls, Tax Accounting, Auditing, Tax Preparation, Tax
Education
City University of New York-Brooklyn College 1979 — 1983
Bachelor of Science, Accounting
Kirsten Rizzo Kirsten Rizzo's Marcum & Kliegman LLP Experience March 2004 - February 2008
Job Assistant Branch Manager at Hertz Corporation
Industry Executive Office
Experience
Hertz December 2014 - Present
HM Compounding June 2013 - June 2014
Long Island GLBT Services Network 2012 - June 2013
PetCareRx Inc January 2010 - September 2012
Citizens Campaign for the Environment February 2008 - February 2010
Marcum & Kliegman LLP March 2004 - February 2008
Archer Entertainment May 2005 - March 2006
WSAM 105.3 September 2001 - December 2003
Media Technology Services January 2001 - June 2003
STN Channel 2 News University of Hartford September 2001 - September 2002
Skills
Social Media, Training, Community Outreach, Customer Service, Microsoft Office, Management, Customer Satisfaction, Sales, Event Planning, Social Media Marketing, Computer Proficiency, PowerPoint, Editing, Microsoft Excel, Microsoft Word, Microsoft Access, Database Administration, Electronic Filing, Filing, Banking, Direct Mail, Auditing, Internal Audit, Data Entry, Final Cut Pro, Video Editing, Photography, Photoshop, Film Production, Coaching, Customer Service..., Collating, Tax Collating, Sales Rep Training, Promotions, Civil Rights, Administrative..., Call Center..., Phone Skills, Personnel Supervision, Radio Programming, DJ, Television News, Skating Instructor, Cpr Certified, First Aid Certified, Office Management, Quality Assurance, Team Building, Communication Skills
Education
University of Hartford 2000 — 2004
Bachelor of Arts (B.A.), Associate of Arts (A.A.), Associate of Sciences (A.S.), Film Production/Cinema Studies, English Language and Literature, Gender/Women's Studies
University of Hartford
Hertz December 2014 - Present
HM Compounding June 2013 - June 2014
Long Island GLBT Services Network 2012 - June 2013
PetCareRx Inc January 2010 - September 2012
Citizens Campaign for the Environment February 2008 - February 2010
Marcum & Kliegman LLP March 2004 - February 2008
Archer Entertainment May 2005 - March 2006
WSAM 105.3 September 2001 - December 2003
Media Technology Services January 2001 - June 2003
STN Channel 2 News University of Hartford September 2001 - September 2002
Skills
Social Media, Training, Community Outreach, Customer Service, Microsoft Office, Management, Customer Satisfaction, Sales, Event Planning, Social Media Marketing, Computer Proficiency, PowerPoint, Editing, Microsoft Excel, Microsoft Word, Microsoft Access, Database Administration, Electronic Filing, Filing, Banking, Direct Mail, Auditing, Internal Audit, Data Entry, Final Cut Pro, Video Editing, Photography, Photoshop, Film Production, Coaching, Customer Service..., Collating, Tax Collating, Sales Rep Training, Promotions, Civil Rights, Administrative..., Call Center..., Phone Skills, Personnel Supervision, Radio Programming, DJ, Television News, Skating Instructor, Cpr Certified, First Aid Certified, Office Management, Quality Assurance, Team Building, Communication Skills
Education
University of Hartford 2000 — 2004
Bachelor of Arts (B.A.), Associate of Arts (A.A.), Associate of Sciences (A.S.), Film Production/Cinema Studies, English Language and Literature, Gender/Women's Studies
University of Hartford
Larry Burlingame Larry Burlingame's Marcum & Kliegman LLP Experience November 1995 - May 2001
Job Owner, L.A. Burlingame & Associates LLC
Industry Accounting
Experience
L.A. Burlingame & Associates LLC 2003 - Present
National Association of Tax Professionals 2001 - Present
Midtown Electric Supply Corp. May 2001 - August 2003
Marcum & Kliegman LLP November 1995 - May 2001
Skills
Bookkeeping, Accounting, LLC, Tax Preparation, Payroll Taxes, Tax Returns, Quickbooks, Income Tax, Small Business..., Corporate Tax, Individual Taxation, Tax Services, Tax, Partnership Taxation, Small Business, QuickBooks, IRS, Tax Advisory, CPA, Finance, Tax Research
Education
New York Institute of Technology 1979 — 1981
BS, Business Administration/Accounting
L.A. Burlingame & Associates LLC 2003 - Present
National Association of Tax Professionals 2001 - Present
Midtown Electric Supply Corp. May 2001 - August 2003
Marcum & Kliegman LLP November 1995 - May 2001
Skills
Bookkeeping, Accounting, LLC, Tax Preparation, Payroll Taxes, Tax Returns, Quickbooks, Income Tax, Small Business..., Corporate Tax, Individual Taxation, Tax Services, Tax, Partnership Taxation, Small Business, QuickBooks, IRS, Tax Advisory, CPA, Finance, Tax Research
Education
New York Institute of Technology 1979 — 1981
BS, Business Administration/Accounting
Eileen Kavanagh's Marcum & Kliegman LLP Experience October 2001 - August 2002
Job Controller at Orion Resource Partners (USA) LP
Industry Accounting
Experience
Orion Resource Partners (USA) LP November 2014 - Present
Fortress Investment Group March 2007 - October 2014
Tiger Management LLC April 2006 - March 2007
Ivy Asset Management August 2002 - April 2006
Marcum & Kliegman LLP October 2001 - August 2002
Price Waterhouse Coopers February 2001 - October 2001
Soros Fund Management June 1999 - January 2001
Deloitte & Touche 1993 - 1999
Skills
Tax, Hedge Funds, Due Diligence, Asset Management, Mutual Funds, Accounting, Financial Reporting, Fund Of Funds, Alternative Investments, Private Equity, Financial Analysis, CPA, Equities, Fund Accounting, Investments, US GAAP
Education
Fordham Gabelli School of Business 1997 — 2001
MS, Taxation
St. Francis College 1991 — 1995
BS, Accounting
Orion Resource Partners (USA) LP November 2014 - Present
Fortress Investment Group March 2007 - October 2014
Tiger Management LLC April 2006 - March 2007
Ivy Asset Management August 2002 - April 2006
Marcum & Kliegman LLP October 2001 - August 2002
Price Waterhouse Coopers February 2001 - October 2001
Soros Fund Management June 1999 - January 2001
Deloitte & Touche 1993 - 1999
Skills
Tax, Hedge Funds, Due Diligence, Asset Management, Mutual Funds, Accounting, Financial Reporting, Fund Of Funds, Alternative Investments, Private Equity, Financial Analysis, CPA, Equities, Fund Accounting, Investments, US GAAP
Education
Fordham Gabelli School of Business 1997 — 2001
MS, Taxation
St. Francis College 1991 — 1995
BS, Accounting
Ross M. Hall, CPA's Marcum & Kliegman LLP Experience September 2005 - June 2008
Job Senior Vice President of Finance at Silverpeak Real Estate Partners
Industry Financial Services
Experience
Silverpeak Real Estate Partners June 2010 - Present
Lehman Brothers June 2008 - June 2010
Marcum & Kliegman LLP September 2005 - June 2008
Allstate Insurance May 2003 - September 2005
Coughlin Foundotos Cullen & Danowski LLP January 2001 - May 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Acctg, Corp Fin, Fin Inst & Mkts
Dowling College 1999 — 2001
BBA, Accounting
Silverpeak Real Estate Partners June 2010 - Present
Lehman Brothers June 2008 - June 2010
Marcum & Kliegman LLP September 2005 - June 2008
Allstate Insurance May 2003 - September 2005
Coughlin Foundotos Cullen & Danowski LLP January 2001 - May 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA, Acctg, Corp Fin, Fin Inst & Mkts
Dowling College 1999 — 2001
BBA, Accounting
Mark L Stone, CPA's Marcum & Kliegman LLP Experience September 1997 - April 2006
Job Managing Partner of Sales Tax Defense LLC
Industry Accounting
Experience
Sales Tax Defense LLC December 2008 - Present
Olivier & Associates LLC April 2006 - December 2008
Marcum & Kliegman LLP September 1997 - April 2006
Marcum LLP 1997 - 2006
Skills
Sales & Use Tax, Multi-State Sales Tax, Tax Research, Tax, Tax Returns, Accounting, Audit Defense, Tax Contraversy, Offers in Compromise, White Collar Criminal..., Auditing, GAAP, CPA, Use Tax, Sales Tax, Tax Advisory, Tax Law, S Corporations, LLC, Payroll Taxes, IRS, Fixed Assets, Forensic Accounting, Internal Controls, Bookkeeping, QuickBooks, Account Reconciliation, Accountants, Property Tax, Preparation, US GAAP, International Tax, Financial Statements, Corporate Tax Planning, Personal Tax Planning, Financial Planners, SEC filings, Business Tax Planning, General Ledger, US Tax, Estate Tax Planning, Sarbanes-Oxley, Gift Tax, Business Valuation, Sarbanes-Oxley Act, Cash Flow, Peachtree, State Tax, Assurance, High Net Worth...
Education
Long Island University, C.W. Post Campus 2001 — 2003
M.B.A, Taxation
City University of New York 1990 — 1992
B.S., Accounting and Information Systems
University of Massachusetts, Amherst 1987 — 1990
Computers
Sales Tax Defense LLC December 2008 - Present
Olivier & Associates LLC April 2006 - December 2008
Marcum & Kliegman LLP September 1997 - April 2006
Marcum LLP 1997 - 2006
Skills
Sales & Use Tax, Multi-State Sales Tax, Tax Research, Tax, Tax Returns, Accounting, Audit Defense, Tax Contraversy, Offers in Compromise, White Collar Criminal..., Auditing, GAAP, CPA, Use Tax, Sales Tax, Tax Advisory, Tax Law, S Corporations, LLC, Payroll Taxes, IRS, Fixed Assets, Forensic Accounting, Internal Controls, Bookkeeping, QuickBooks, Account Reconciliation, Accountants, Property Tax, Preparation, US GAAP, International Tax, Financial Statements, Corporate Tax Planning, Personal Tax Planning, Financial Planners, SEC filings, Business Tax Planning, General Ledger, US Tax, Estate Tax Planning, Sarbanes-Oxley, Gift Tax, Business Valuation, Sarbanes-Oxley Act, Cash Flow, Peachtree, State Tax, Assurance, High Net Worth...
Education
Long Island University, C.W. Post Campus 2001 — 2003
M.B.A, Taxation
City University of New York 1990 — 1992
B.S., Accounting and Information Systems
University of Massachusetts, Amherst 1987 — 1990
Computers
Bradd Kata's Marcum & Kliegman LLP Experience 2002 - 2005
Job Director of Finance and Operations at Varna Capital
Industry Accounting
Experience
Varna Capital Management LLC March 2014 - Present
Magnitude Capital, LLC October 2012 - Present
Renaissance Technologies LLC July 2012 - October 2012
DG Capital Management LLC September 2011 - February 2012
Avenue Capital Group April 2008 - July 2011
Integrated Finance Ltd. May 2006 - January 2008
Lone Pine Capital, LLC January 2005 - May 2006
Marcum & Kliegman LLP 2002 - 2005
Skills
Finance, Financial Reporting, Hedge Funds, Fund Accounting, Private Equity, Accounting, Financial Modeling, Alternative Investments, Bloomberg, Valuation, Financial Analysis, Investments, Mutual Funds, Due Diligence, Equities, Asset Management, US GAAP
Education
Long Island University, C.W. Post Campus 1999 — 2002
Bachelor of Science (BS), Accounting
Varna Capital Management LLC March 2014 - Present
Magnitude Capital, LLC October 2012 - Present
Renaissance Technologies LLC July 2012 - October 2012
DG Capital Management LLC September 2011 - February 2012
Avenue Capital Group April 2008 - July 2011
Integrated Finance Ltd. May 2006 - January 2008
Lone Pine Capital, LLC January 2005 - May 2006
Marcum & Kliegman LLP 2002 - 2005
Skills
Finance, Financial Reporting, Hedge Funds, Fund Accounting, Private Equity, Accounting, Financial Modeling, Alternative Investments, Bloomberg, Valuation, Financial Analysis, Investments, Mutual Funds, Due Diligence, Equities, Asset Management, US GAAP
Education
Long Island University, C.W. Post Campus 1999 — 2002
Bachelor of Science (BS), Accounting
Andrew Flinn's Marcum & Kliegman LLP Experience 2001 - 2003
Job CFO at Calypso Capital Management
Industry Financial Services
Experience
Calypso Capital Management May 2003 - Present
Marcum & Kliegman LLP 2001 - 2003
Goldstein Golub Kessler LLP 1999 - 2000
Education
St. Joseph's College 1992 — 1995
Calypso Capital Management May 2003 - Present
Marcum & Kliegman LLP 2001 - 2003
Goldstein Golub Kessler LLP 1999 - 2000
Education
St. Joseph's College 1992 — 1995
Marla Esan's Marcum & Kliegman LLP Experience August 1999 - Present
Job Director at MarcumLLP
Industry Accounting
Experience
Marcum & Kliegman LLP August 1999 - Present
MarcumLLP August 1999 - Present
Skills
Tax, High Net Worth..., Non-profits, GAAP, Tax Accounting, Income Tax, Finance, CPA, Tax Research, Partnership Taxation, IRS, Forensic Accounting, Accounting, Financial Reporting, SEC filings, Tax Preparation, Tax Advisory, S Corporations, Tax Returns, Nonprofits, International Tax, Corporate Tax, Tax Law, Trusts
Education
Queens College 1984 — 1988
ACCOUNTING, TAX/ECONOMICS
Marcum & Kliegman LLP August 1999 - Present
MarcumLLP August 1999 - Present
Skills
Tax, High Net Worth..., Non-profits, GAAP, Tax Accounting, Income Tax, Finance, CPA, Tax Research, Partnership Taxation, IRS, Forensic Accounting, Accounting, Financial Reporting, SEC filings, Tax Preparation, Tax Advisory, S Corporations, Tax Returns, Nonprofits, International Tax, Corporate Tax, Tax Law, Trusts
Education
Queens College 1984 — 1988
ACCOUNTING, TAX/ECONOMICS
Newlyn Adams's Marcum & Kliegman LLP Experience 2007 - 2008
Job Audit Staff at Marcum & Kliegman LLP
Industry Accounting
Experience
Deloitte 2008 - Present
Banana Republic December 2002 - August 2008
Marcum & Kliegman LLP 2007 - 2008
Doloboff & Nadler LLP January 2006 - January 2007
Education
Hofstra University 2004 — 2006
Accounting
Queensborough Community College 2002 — 2004
Business Administration
Deloitte 2008 - Present
Banana Republic December 2002 - August 2008
Marcum & Kliegman LLP 2007 - 2008
Doloboff & Nadler LLP January 2006 - January 2007
Education
Hofstra University 2004 — 2006
Accounting
Queensborough Community College 2002 — 2004
Business Administration
Chris Cheeseman's Marcum & Kliegman LLP Experience August 2000 - November 2009
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum LLP May 2015 - Present
C & L TAX AND ACCOUNTING SERVICES LLP November 2009 - May 2015
Marcum & Kliegman LLP August 2000 - November 2009
SLP Business Services 1998 - 2000
Skills
Tax, CPA, Tax Accounting, Partnership Taxation, S Corporations, Tax Advisory, QuickBooks, Financial Statements, International Tax, IRS, Small Business, Bookkeeping, Due Diligence, High Net Worth..., Sales Tax
Education
LIU Post 2003 — 2005
Master of Science, Taxation
Dowling College 1996 — 1998
Bachelor of Business Administration, Business & Accounting
Farmingdale State College 1994 — 1996
Associate of Science, Criminal Justice & Law Enforcement
Marcum LLP May 2015 - Present
C & L TAX AND ACCOUNTING SERVICES LLP November 2009 - May 2015
Marcum & Kliegman LLP August 2000 - November 2009
SLP Business Services 1998 - 2000
Skills
Tax, CPA, Tax Accounting, Partnership Taxation, S Corporations, Tax Advisory, QuickBooks, Financial Statements, International Tax, IRS, Small Business, Bookkeeping, Due Diligence, High Net Worth..., Sales Tax
Education
LIU Post 2003 — 2005
Master of Science, Taxation
Dowling College 1996 — 1998
Bachelor of Business Administration, Business & Accounting
Farmingdale State College 1994 — 1996
Associate of Science, Criminal Justice & Law Enforcement
Jennifer Lamberti's Marcum & Kliegman LLP Experience October 2001 - May 2010
Job Temporarily Retired
Industry Accounting
Experience
Marcum & Kliegman LLP October 2001 - May 2010
Education
Hofstra University 1999 — 2003
Marcum & Kliegman LLP October 2001 - May 2010
Education
Hofstra University 1999 — 2003
Arzo M Reshad CPA's Marcum & Kliegman LLP Experience 2005 - 2008
Job Finance Professional
Industry Financial Services
Experience
Antony Homes Assistant ControllerJANA Partners LLC2010 - 2011
Knighthead Capital LLC 2008 - 2010
Marcum & Kliegman LLP 2005 - 2008
Skills
Hedge Funds, Tax, Fund Of Funds, Alternative Investments, Fund Accounting, Financial Analysis, Accounting
Education
Dowling College 1997 — 2000
Antony Homes Assistant ControllerJANA Partners LLC2010 - 2011
Knighthead Capital LLC 2008 - 2010
Marcum & Kliegman LLP 2005 - 2008
Skills
Hedge Funds, Tax, Fund Of Funds, Alternative Investments, Fund Accounting, Financial Analysis, Accounting
Education
Dowling College 1997 — 2000
Jennifer Isaacs Katzman's Marcum & Kliegman LLP Experience December 2008 - March 2009
Job CPA at Feldman and Company
Industry Accounting
Experience
Feldman and Company March 2013 - Present
Marcum LLP January 2010 - July 2012
Marcum & Kliegman LLP December 2008 - March 2009
P. Schoenfeld Asset Management October 2004 - December 2007
Eisner LLP 2001 - 2004
Skills
GAAP, Hedge Funds, CPA, Fund Accounting, Alternative Investments, Financial Reporting, Tax, Auditing, Accounting, US GAAP
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science, Accounting
Half Hollow Hills High School East 1994 — 1997
Feldman and Company March 2013 - Present
Marcum LLP January 2010 - July 2012
Marcum & Kliegman LLP December 2008 - March 2009
P. Schoenfeld Asset Management October 2004 - December 2007
Eisner LLP 2001 - 2004
Skills
GAAP, Hedge Funds, CPA, Fund Accounting, Alternative Investments, Financial Reporting, Tax, Auditing, Accounting, US GAAP
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science, Accounting
Half Hollow Hills High School East 1994 — 1997
Brian Puttre's Marcum & Kliegman LLP Experience January 2004 - July 2009
Job Consultant at RGP
Industry Accounting
Experience
RGP July 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley December 2010 - October 2012
Dennis F. Dowd Esq. PC August 2009 - December 2010
Marcum & Kliegman LLP January 2004 - July 2009
Deloitte & Touche October 2000 - January 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Treasury, Financial Analysis, Financial Reporting, US GAAP, Internal Controls, Accounting, Financial Accounting, GAAP, Auditing, Equities, Due Diligence, Fixed Income, Alternative Investments, Financial Services, Financial Statements, Financial Audits, Asset Management, Fund Of Funds, External Audit, General Ledger, Cash Flow, Assurance, Account Reconciliation, Fund Accounting, Investments, SEC filings
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
RGP July 2014 - Present
Morgan Stanley October 2012 - April 2014
Morgan Stanley December 2010 - October 2012
Dennis F. Dowd Esq. PC August 2009 - December 2010
Marcum & Kliegman LLP January 2004 - July 2009
Deloitte & Touche October 2000 - January 2004
Skills
Hedge Funds, Private Equity, Mutual Funds, Treasury, Financial Analysis, Financial Reporting, US GAAP, Internal Controls, Accounting, Financial Accounting, GAAP, Auditing, Equities, Due Diligence, Fixed Income, Alternative Investments, Financial Services, Financial Statements, Financial Audits, Asset Management, Fund Of Funds, External Audit, General Ledger, Cash Flow, Assurance, Account Reconciliation, Fund Accounting, Investments, SEC filings
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
BS, Accounting
Lesya Wozniuk's Marcum & Kliegman LLP Experience
Job Staff Accountant at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
Marcum & Kliegman LLP
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
B. Louis Frenkel's Marcum & Kliegman LLP Experience July 2007 - March 2009
Job Property Accountant at RXR Realty
Industry Accounting
Experience
RXR Realty May 2014 - Present
Oakmont Industrial Group January 2010 - May 2014
Marcum & Kliegman LLP July 2007 - March 2009
KPMG January 2005 - June 2007
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Accounting, Auditing
Education
Hofstra University 2002 — 2004
MBA, Accounting
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Agriculture, General
RXR Realty May 2014 - Present
Oakmont Industrial Group January 2010 - May 2014
Marcum & Kliegman LLP July 2007 - March 2009
KPMG January 2005 - June 2007
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, US GAAP, Financial Accounting, Auditing
Education
Hofstra University 2002 — 2004
MBA, Accounting
University of Illinois at Urbana-Champaign 1996 — 2000
BS, Agriculture, General
Shintaro Takata's Marcum & Kliegman LLP Experience February 2007 - February 2008
Job Senior Manager at KPMG LLP
Industry Accounting
Experience
KPMG LLP February 2008 - Present
Marcum & Kliegman LLP February 2007 - February 2008
PricewaterhouseCoopers August 2002 - February 2007
PricewaterhouseCoopers September 2000 - July 2002
Skills
Tax, GAAP, Corporate Tax, US GAAP
Education
Lehigh University - College of Business and Economics 1997 — 2000
Master of Business Administration (MBA)
Keio University 1991 — 1995
B.A., Policy Management
KPMG LLP February 2008 - Present
Marcum & Kliegman LLP February 2007 - February 2008
PricewaterhouseCoopers August 2002 - February 2007
PricewaterhouseCoopers September 2000 - July 2002
Skills
Tax, GAAP, Corporate Tax, US GAAP
Education
Lehigh University - College of Business and Economics 1997 — 2000
Master of Business Administration (MBA)
Keio University 1991 — 1995
B.A., Policy Management
Diane Giordano's Marcum & Kliegman LLP Experience January 2004 - Present
Job TAX PARTNER at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP January 2004 - Present
Education
Hofstra University 1980 — 1982
BA, ACCOUNTING
Marcum & Kliegman LLP January 2004 - Present
Education
Hofstra University 1980 — 1982
BA, ACCOUNTING
Gabrielle Nader's Marcum & Kliegman LLP Experience August 2007 - October 2010
Job at McGladrey
Industry Human Resources
Experience
McGladrey November 2010 - Present
Marcum & Kliegman LLP August 2007 - October 2010
Skills
QuickBooks, Accounting, Auditing, Human Resources, Recruiting, Talent Acquisition, Human Resource Planning, PeopleSoft, Talent Management, Scheduling Management, Employee Benefits, Onboarding, Employee Relations, College Recruiting, Entry-level
Education
University of Richmond - Robins School of Business 2002 — 2006
BS, Accounting
McGladrey November 2010 - Present
Marcum & Kliegman LLP August 2007 - October 2010
Skills
QuickBooks, Accounting, Auditing, Human Resources, Recruiting, Talent Acquisition, Human Resource Planning, PeopleSoft, Talent Management, Scheduling Management, Employee Benefits, Onboarding, Employee Relations, College Recruiting, Entry-level
Education
University of Richmond - Robins School of Business 2002 — 2006
BS, Accounting
Brian Thomas Hahs's Marcum & Kliegman LLP Experience October 1995 - October 1996
Job Financial Planner
Industry Financial Services
Experience
The Brian Thomas Group January 1999 - Present
Sands & Company, CPA's October 1996 - April 2002
Marcum & Kliegman LLP October 1995 - October 1996
KPMG Peat Marwick October 1993 - October 1995
Margolin, Winer & Evens LLP October 1989 - April 1994
Skills
Strategy, Accounting, Tax, Managerial Finance, Finance, Management Consulting, Small Business, Real Estate, Strategic Financial..., Portfolio Management, QuickBooks
Education
Hofstra University 1987 — 1994
The Brian Thomas Group January 1999 - Present
Sands & Company, CPA's October 1996 - April 2002
Marcum & Kliegman LLP October 1995 - October 1996
KPMG Peat Marwick October 1993 - October 1995
Margolin, Winer & Evens LLP October 1989 - April 1994
Skills
Strategy, Accounting, Tax, Managerial Finance, Finance, Management Consulting, Small Business, Real Estate, Strategic Financial..., Portfolio Management, QuickBooks
Education
Hofstra University 1987 — 1994
Dori Guido's Marcum & Kliegman LLP Experience 2003 - 2005
Job Benefits Specialist at Davis Polk & Wardwell LLP
Industry Law Practice
Experience
Davis Polk & Wardwell March 2006 - Present
Marcum & Kliegman LLP 2003 - 2005
Eppendorf, Inc. 2001 - 2002
Skills
Employee Benefits, Attention To Detail, New Hire Orientation, Short Term Disability, Workers Compensation, Health Insurance, Dental, FSA, Disabilities, New Hire Orientations
Education
SUNY Old Westbury 1999 — 2003
B.S., Business Management - Human Resources
Queensborough Community College 1994 — 1997
Associates Degree, Computer Info Systems
Davis Polk & Wardwell March 2006 - Present
Marcum & Kliegman LLP 2003 - 2005
Eppendorf, Inc. 2001 - 2002
Skills
Employee Benefits, Attention To Detail, New Hire Orientation, Short Term Disability, Workers Compensation, Health Insurance, Dental, FSA, Disabilities, New Hire Orientations
Education
SUNY Old Westbury 1999 — 2003
B.S., Business Management - Human Resources
Queensborough Community College 1994 — 1997
Associates Degree, Computer Info Systems
Brendan Morrow CPA's Marcum & Kliegman LLP Experience January 2004 - October 2004
Job at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2010 - Present
Centerbridge Partners December 2009 - May 2010
Cerberus Capital Management August 2009 - November 2009
XE Capital Management May 2006 - August 2009
Ernst & Young October 2004 - May 2006
Marcum & Kliegman LLP January 2004 - October 2004
The Blackstone Group September 1999 - August 2001
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Hofstra University 1996 — 1999
Fordham University 1994 — 1996
Accounting
Perella Weinberg Partners July 2010 - Present
Centerbridge Partners December 2009 - May 2010
Cerberus Capital Management August 2009 - November 2009
XE Capital Management May 2006 - August 2009
Ernst & Young October 2004 - May 2006
Marcum & Kliegman LLP January 2004 - October 2004
The Blackstone Group September 1999 - August 2001
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MBA, Finance and Investments
Hofstra University 1996 — 1999
Fordham University 1994 — 1996
Accounting
Stephanie McMillan's Marcum & Kliegman LLP Experience 2003 - 2004
Job Senior Tax Accountant at Eisner & Lubin
Industry Accounting
Experience
Eisner & Lubin July 2007 - Present
Citrin Cooperman & Company LLP 2004 - 2007
grassi 2004 - 2005
Marcum & Kliegman LLP 2003 - 2004
pwc 2001 - 2004
Skills
Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, CPA
Education
LIU Brooklyn 2001 — 2003
MS, Taxation
St. Joseph's College 1997 — 2001
B.S., Accounting
Eisner & Lubin July 2007 - Present
Citrin Cooperman & Company LLP 2004 - 2007
grassi 2004 - 2005
Marcum & Kliegman LLP 2003 - 2004
pwc 2001 - 2004
Skills
Tax, Tax Research, Income Tax, Tax Accounting, Tax Preparation, CPA
Education
LIU Brooklyn 2001 — 2003
MS, Taxation
St. Joseph's College 1997 — 2001
B.S., Accounting
Gail Gross's Marcum & Kliegman LLP Experience 2008 - 2009
Job President, IP Royalty Auditors LLC
Industry Publishing
Experience
IP Royalty Auditors LLC March 2009 - Present
Marcum & Kliegman LLP 2008 - 2009
Marcum LLP 2007 - 2008
R&M Royalty Review 1999 - 2007
Delphi Capital Management 1989 - 1993
Harcourt Brace Jovanovich September 1976 - December 1978
Education
State University of New York College at Brockport 1974 — 1976
springfield gardens high school 1964 — 1974
High School 1962 — 1974
IP Royalty Auditors LLC March 2009 - Present
Marcum & Kliegman LLP 2008 - 2009
Marcum LLP 2007 - 2008
R&M Royalty Review 1999 - 2007
Delphi Capital Management 1989 - 1993
Harcourt Brace Jovanovich September 1976 - December 1978
Education
State University of New York College at Brockport 1974 — 1976
springfield gardens high school 1964 — 1974
High School 1962 — 1974
Robert Weiner's Marcum & Kliegman LLP Experience June 2008 - June 2009
Job CFO at Pantzer Properties
Industry Real Estate
Experience
Pantzer Properties May 2010 - Present
Marcum & Kliegman LLP June 2008 - June 2009
The Schonbraun McCann Group 2004 - 2008
Reckson Associates November 1995 - August 2002
E&Y Kenneth Leventhal Real Estate July 1992 - November 1995
Education
Hofstra University 1989 — 1991
M.B.A, Accounting
University at Albany, SUNY 1985 — 1989
B.S., Finance
Plainview
Pantzer Properties May 2010 - Present
Marcum & Kliegman LLP June 2008 - June 2009
The Schonbraun McCann Group 2004 - 2008
Reckson Associates November 1995 - August 2002
E&Y Kenneth Leventhal Real Estate July 1992 - November 1995
Education
Hofstra University 1989 — 1991
M.B.A, Accounting
University at Albany, SUNY 1985 — 1989
B.S., Finance
Plainview
Rose Meno's Marcum & Kliegman LLP Experience July 2008 - September 2009
Job Portfolio Controller/Senior Accountant at Panco Management of NJ LLC
Industry Real Estate
Experience
Panco Panagement of NJ LLC February 2011 - Present
Nimensky, Gallinson & Buren CPA's, PA May 2010 - February 2011
Marcum & Kliegman LLP July 2008 - September 2009
FTI Consulting April 2008 - July 2008
The Schonbraun, McCann Group July 2005 - April 2008
Lipo Chemicals June 1995 - November 2001
Abrams & Sprung, CPA 1986 - 1994
Skills
Accounting, Financial Reporting, Auditing, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Analysis, Real Estate, Cash Management, Internal Controls, Financial Accounting, Financial Statements, Finance, Budgets, Management, Tax Preparation, GAAP
Education
Pace University
BBA, Public Accounting
Panco Panagement of NJ LLC February 2011 - Present
Nimensky, Gallinson & Buren CPA's, PA May 2010 - February 2011
Marcum & Kliegman LLP July 2008 - September 2009
FTI Consulting April 2008 - July 2008
The Schonbraun, McCann Group July 2005 - April 2008
Lipo Chemicals June 1995 - November 2001
Abrams & Sprung, CPA 1986 - 1994
Skills
Accounting, Financial Reporting, Auditing, Financial Modeling, Strategic Planning, Mergers & Acquisitions, Due Diligence, Portfolio Management, Financial Analysis, Real Estate, Cash Management, Internal Controls, Financial Accounting, Financial Statements, Finance, Budgets, Management, Tax Preparation, GAAP
Education
Pace University
BBA, Public Accounting
Sebastian Calabro's Marcum & Kliegman LLP Experience 2004 - 2004
Job Chief Financial Officer
Industry Investment Management
Experience
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
Anthony Trupia's Marcum & Kliegman LLP Experience January 2001 - August 2002
Job Director at Kylin Management LLC
Industry Investment Management
Experience
Kylin Management LLC April 2011 - Present
Frontier Ridge Capital LP November 2006 - January 2011
WL Ross & Co. LLC August 2002 - November 2006
Marcum & Kliegman LLP January 2001 - August 2002
McGladrey LLP (formerly Goldstein Golub Kessler LLP) December 1998 - December 2000
Eisner & Lubin September 1997 - November 1998
TMP Worldwide April 1996 - September 1997
Skills
Private Equity, Hedge Funds, Financial Reporting, GAAP, Accounting, Audit, Compliance, Auditing, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Equities, Financial Modeling, Corporate Finance
Education
St. Francis College
BS, Accounting
Xaverian High School
Kylin Management LLC April 2011 - Present
Frontier Ridge Capital LP November 2006 - January 2011
WL Ross & Co. LLC August 2002 - November 2006
Marcum & Kliegman LLP January 2001 - August 2002
McGladrey LLP (formerly Goldstein Golub Kessler LLP) December 1998 - December 2000
Eisner & Lubin September 1997 - November 1998
TMP Worldwide April 1996 - September 1997
Skills
Private Equity, Hedge Funds, Financial Reporting, GAAP, Accounting, Audit, Compliance, Auditing, Valuation, Alternative Investments, Due Diligence, Financial Analysis, Equities, Financial Modeling, Corporate Finance
Education
St. Francis College
BS, Accounting
Xaverian High School
Lindsay Scoville's Marcum & Kliegman LLP Experience January 2007 - January 2008
Job Independent Stylist at Stella & Dot
Industry Apparel & Fashion
Experience
Stella & Dot January 2013 - March 2014
Conde Nast January 2008 - June 2012
Marcum & Kliegman LLP January 2007 - January 2008
Paul Scherer & Company July 2004 - January 2007
Merrill Lynch May 2003 - February 2004
Skills
SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Internal Controls, Microsoft Office, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, US GAAP
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BS, Accounting
Stella & Dot January 2013 - March 2014
Conde Nast January 2008 - June 2012
Marcum & Kliegman LLP January 2007 - January 2008
Paul Scherer & Company July 2004 - January 2007
Merrill Lynch May 2003 - February 2004
Skills
SEC filings, Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, Internal Controls, Microsoft Office, GAAP, Accounting, Sarbanes-Oxley Act, Financial Accounting, US GAAP
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
BS, Accounting
Steven Michlin's Marcum & Kliegman LLP Experience 1998 - 2004
Job Director of Accounting at Paradysz, Inc.
Industry Accounting
Experience
Paradysz, Inc. March 2014 - Present
Classic Media 2012 - February 2014
Equinox 2010 - 2012
Siegel & Gale 2004 - 2010
Siegel & Gale 2004 - 2010
Marcum & Kliegman LLP 1998 - 2004
Marcum & Kliegman 1998 - 2004
Feldman Sherb 1998 - 2004
Feldman Sherb Ehrlich 1998 - 2004
Feldman Sherb 1998 - 2004
Skills
Auditing, Cash Flow, QuickBooks, Accounts Payable, Budgets, Account Reconciliation, SEC filings, Accounts Receivable, Strategic Financial..., US GAAP, Financial Modeling, Finance, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act
Education
Kean University 1989 — 1992
BS, Accounting
Edison High School 1985 — 1987
HS Diploma
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Paradysz, Inc. March 2014 - Present
Classic Media 2012 - February 2014
Equinox 2010 - 2012
Siegel & Gale 2004 - 2010
Siegel & Gale 2004 - 2010
Marcum & Kliegman LLP 1998 - 2004
Marcum & Kliegman 1998 - 2004
Feldman Sherb 1998 - 2004
Feldman Sherb Ehrlich 1998 - 2004
Feldman Sherb 1998 - 2004
Skills
Auditing, Cash Flow, QuickBooks, Accounts Payable, Budgets, Account Reconciliation, SEC filings, Accounts Receivable, Strategic Financial..., US GAAP, Financial Modeling, Finance, Financial Reporting, GAAP, Internal Controls, Sarbanes-Oxley Act
Education
Kean University 1989 — 1992
BS, Accounting
Edison High School 1985 — 1987
HS Diploma
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Rachel Shimanova's Marcum & Kliegman LLP Experience September 2008 - March 2009
Job IEP Coordinator at TheraCare
Industry Education Management
Experience
TheraCare April 2013 - Present
TheraCare September 2012 - April 2013
TheraCare October 2010 - September 2012
Marcum & Kliegman LLP September 2008 - March 2009
Asset Alliance Corporation October 2006 - August 2008
Education
Touro College 2009 — 2010
Master of Education (MEd), Special Education and Teaching, Birth-grade 2
City University of New York-Baruch College 2004 — 2007
BBA, Accounting
TheraCare April 2013 - Present
TheraCare September 2012 - April 2013
TheraCare October 2010 - September 2012
Marcum & Kliegman LLP September 2008 - March 2009
Asset Alliance Corporation October 2006 - August 2008
Education
Touro College 2009 — 2010
Master of Education (MEd), Special Education and Teaching, Birth-grade 2
City University of New York-Baruch College 2004 — 2007
BBA, Accounting
Paul T Sherman's Marcum & Kliegman LLP Experience November 1994 - Present
Job Partner at Marcum LLP
Industry Accounting
Experience
Marcum & Kliegman LLP November 1994 - Present
Marcum LLP 1994 - Present
Education
Queens College 1964 — 1968
BA, accounting
Marcum & Kliegman LLP November 1994 - Present
Marcum LLP 1994 - Present
Education
Queens College 1964 — 1968
BA, accounting
Maya Likar's Marcum & Kliegman LLP Experience August 2008 - January 2009
Job Tax Professional
Industry Legal Services
Experience
Marcum & Kliegman LLP August 2008 - January 2009
Banca di Roma May 1993 - July 2008
National Australia Bank November 1987 - May 1994
Hertz January 1985 - November 1987
European American Bank January 1982 - December 1984
Pfizer Inc. January 1980 - December 1982
KPMG US January 1977 - December 1980
Education
D'Amore-McKim School of Business at Northeastern University 1975 — 1976
MS Accounting, Accounting
Boston College Law School 1967 — 1970
JD, Law
Tufts University 1962 — 1967
BA
Tufts University 1962 — 1966
BA
Marcum & Kliegman LLP August 2008 - January 2009
Banca di Roma May 1993 - July 2008
National Australia Bank November 1987 - May 1994
Hertz January 1985 - November 1987
European American Bank January 1982 - December 1984
Pfizer Inc. January 1980 - December 1982
KPMG US January 1977 - December 1980
Education
D'Amore-McKim School of Business at Northeastern University 1975 — 1976
MS Accounting, Accounting
Boston College Law School 1967 — 1970
JD, Law
Tufts University 1962 — 1967
BA
Tufts University 1962 — 1966
BA
Melissa Wilder Levine's Marcum & Kliegman LLP Experience March 2009 - June 2009
Job at
Industry Financial Services
Experience
Marcum & Kliegman LLP March 2009 - June 2009
Lehman Brothers May 2007 - October 2008
Lehman Brothers December 2006 - May 2007
Lehman Brothers March 2006 - December 2006
Lehman Brothers July 2005 - March 2006
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Marcum & Kliegman LLP March 2009 - June 2009
Lehman Brothers May 2007 - October 2008
Lehman Brothers December 2006 - May 2007
Lehman Brothers March 2006 - December 2006
Lehman Brothers July 2005 - March 2006
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance and Accounting
Su Youn Kim's Marcum & Kliegman LLP Experience February 2009 - April 2009
Job Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young February 2012 - Present
KPMG June 2009 - February 2012
Marcum & Kliegman LLP February 2009 - April 2009
Marcum & Kliegman LLP February 2009 - April 2009
Ernst & Young October 2007 - September 2008
Ernst & Young LLP October 2007 - September 2008
Ernst & Young LLP June 2006 - August 2006
Skills
Accounting, Tax, Income Tax, Auditing, Tax Research, CPA, Corporate Tax, Tax Returns, Financial Reporting, Financial Statements
Education
Baruch College, City University of New York 2008 — 2009
Master of Science, Taxation
City University of New York-Baruch College 2008 — 2009
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2008 — 2009
Master of Science (MS), Taxation
Binghamton University, State University of New York 2004 — 2007
Bachelor of Science, Accounting
State University of New York at Binghamton 2004 — 2007
BS, Accounting
Ernst & Young February 2012 - Present
KPMG June 2009 - February 2012
Marcum & Kliegman LLP February 2009 - April 2009
Marcum & Kliegman LLP February 2009 - April 2009
Ernst & Young October 2007 - September 2008
Ernst & Young LLP October 2007 - September 2008
Ernst & Young LLP June 2006 - August 2006
Skills
Accounting, Tax, Income Tax, Auditing, Tax Research, CPA, Corporate Tax, Tax Returns, Financial Reporting, Financial Statements
Education
Baruch College, City University of New York 2008 — 2009
Master of Science, Taxation
City University of New York-Baruch College 2008 — 2009
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2008 — 2009
Master of Science (MS), Taxation
Binghamton University, State University of New York 2004 — 2007
Bachelor of Science, Accounting
State University of New York at Binghamton 2004 — 2007
BS, Accounting
Sara Aldhari, CPA's Marcum & Kliegman LLP Experience September 2005 - October 2007
Job Supervisor Accountant at Chartis Insurance
Industry Accounting
Experience
Chartis Insurance May 2009 - Present
KPMG October 2007 - March 2009
KPMG 2007 - 2009
Marcum & Kliegman LLP September 2005 - October 2007
Veeco Instruments May 2004 - August 2005
Education
Hofstra University 2003 — 2005
MBA, Accounting
New York University 1999 — 2001
BA, Economics
Chartis Insurance May 2009 - Present
KPMG October 2007 - March 2009
KPMG 2007 - 2009
Marcum & Kliegman LLP September 2005 - October 2007
Veeco Instruments May 2004 - August 2005
Education
Hofstra University 2003 — 2005
MBA, Accounting
New York University 1999 — 2001
BA, Economics
john lall's Marcum & Kliegman LLP Experience October 2007 - Present
Job Audit Manager at Marcum & Kliegman LLP
Industry Accounting
Experience
Marcum & Kliegman LLP October 2007 - Present
McGladrey & Pullen July 2006 - October 2007
BDO - CFR January 2006 - June 2006
MetLife November 2004 - July 2005
BDO SEIDMAN, LLP August 2000 - November 2004
Salibello & Broder LLP August 1997 - August 2000
Education
City University of New York-Hunter College 1993 — 1997
BS-ACCOUNTING, ACCOUNTING
Marcum & Kliegman LLP October 2007 - Present
McGladrey & Pullen July 2006 - October 2007
BDO - CFR January 2006 - June 2006
MetLife November 2004 - July 2005
BDO SEIDMAN, LLP August 2000 - November 2004
Salibello & Broder LLP August 1997 - August 2000
Education
City University of New York-Hunter College 1993 — 1997
BS-ACCOUNTING, ACCOUNTING
Peter Buell's Marcum & Kliegman LLP Experience November 2007 - Present
Job partner at Marcum, LLP
Industry Accounting
Experience
Marcum & Kliegman LLP November 2007 - Present
Marcum LLP 2007 - Present
Marks Paneth & Shron LLP November 1992 - November 2007
Education
LIU Post
Bachelors, Accounting / Economics
Marcum & Kliegman LLP November 2007 - Present
Marcum LLP 2007 - Present
Marks Paneth & Shron LLP November 1992 - November 2007
Education
LIU Post
Bachelors, Accounting / Economics
Joseph Giovanniello's Marcum & Kliegman LLP Experience 2000 - 2007
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Anthony Federici's Marcum & Kliegman LLP Experience August 2003 - August 2004
Job Controller at Meru Capital Group, LP
Industry Financial Services
Experience
Meru Capital Group, LP May 2014 - Present
CastleRock Asset Management, Inc. March 2012 - April 2014
CastleRock Asset Management, Inc. July 2006 - February 2012
Goldstein Golub Kessler LLP August 2004 - July 2006
Marcum & Kliegman LLP August 2003 - August 2004
Philip Colasuonno & Co., CPA's June 2001 - August 2003
Skills
Financial Reporting, SEC filings, Accounting, Hedge Funds, Internal Controls, Tax, Financial Analysis, Auditing, GAAP, CPA, Private Equity, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Due Diligence
Education
Iona College
Bachelor of Science (BS), Accounting
Meru Capital Group, LP May 2014 - Present
CastleRock Asset Management, Inc. March 2012 - April 2014
CastleRock Asset Management, Inc. July 2006 - February 2012
Goldstein Golub Kessler LLP August 2004 - July 2006
Marcum & Kliegman LLP August 2003 - August 2004
Philip Colasuonno & Co., CPA's June 2001 - August 2003
Skills
Financial Reporting, SEC filings, Accounting, Hedge Funds, Internal Controls, Tax, Financial Analysis, Auditing, GAAP, CPA, Private Equity, US GAAP, Sarbanes-Oxley Act, Financial Accounting, Due Diligence
Education
Iona College
Bachelor of Science (BS), Accounting
Dawn Cordeira, CPA's Marcum & Kliegman LLP Experience 2005 - 2007
Job Internal Audit Supervisor
Industry Accounting
Experience
Canon USA May 2011 - Present
BDO USA, LLP June 2007 - May 2011
Marcum & Kliegman LLP 2005 - 2007
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, GAAP, Internal Controls, Auditing, CPA, Financial Accounting, External Audit, Financial Reporting, Revenue Recognition, Accounting, Assurance, Internal Audit, Sarbanes-Oxley, Financial Analysis
Education
Hofstra University 2001 — 2004
BBA, Accounting
Canon USA May 2011 - Present
BDO USA, LLP June 2007 - May 2011
Marcum & Kliegman LLP 2005 - 2007
Skills
Sarbanes-Oxley Act, US GAAP, SEC filings, GAAP, Internal Controls, Auditing, CPA, Financial Accounting, External Audit, Financial Reporting, Revenue Recognition, Accounting, Assurance, Internal Audit, Sarbanes-Oxley, Financial Analysis
Education
Hofstra University 2001 — 2004
BBA, Accounting
William J. Flynn III, CPA, CGMA's Marcum & Kliegman LLP Experience January 1997 - January 2002
Job Executive Director of Finance, Operations, Asset Management, Sales Support and Systems at Olympus America Inc.
Industry Financial Services
Experience
Olympus America Inc. - Olympus Financial services April 2013 - Present
Olympus America Inc. - Olympus Financial Services January 2008 - January 2013
Olympus America Inc January 2002 - January 2008
Marcum & Kliegman LLP January 1997 - January 2002
McGladrey & Pullen, LLP January 1993 - December 1997
United States Air Force & New York Air National Guard July 1984 - June 1991
Skills
Budgeting, Accounting, Forecasting, SOX, Financial Reporting, Finance, Corporate Finance, Auditing, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Management
Education
Dowling College
BBA, Accounting
Dowling College
Bachelor of Business Administration (BBA), Accountancy and Finance
Olympus America Inc. - Olympus Financial services April 2013 - Present
Olympus America Inc. - Olympus Financial Services January 2008 - January 2013
Olympus America Inc January 2002 - January 2008
Marcum & Kliegman LLP January 1997 - January 2002
McGladrey & Pullen, LLP January 1993 - December 1997
United States Air Force & New York Air National Guard July 1984 - June 1991
Skills
Budgeting, Accounting, Forecasting, SOX, Financial Reporting, Finance, Corporate Finance, Auditing, Financial Analysis, Process Improvement, Sarbanes-Oxley Act, Internal Controls, Management
Education
Dowling College
BBA, Accounting
Dowling College
Bachelor of Business Administration (BBA), Accountancy and Finance
Tack Kim's Marcum & Kliegman LLP Experience September 2006 - September 2008
Job CPA Experienced Banking & Capital Markets Professional
Industry Financial Services
Experience
JPMorgan Chase August 2013 - Present
UBS Investment Bank January 2011 - August 2013
PricewaterhouseCoopers November 2008 - December 2010
Marcum & Kliegman LLP September 2006 - September 2008
Skills
Auditing, Financial Accounting, SEC filings, GAAP, US GAAP, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Financial Audits, Capital Markets, CPA, Prime Brokerage, Fixed Income, Broker-Dealer, Financial Risk, Risk Assessment, Process Control, Operational Risk
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
JPMorgan Chase August 2013 - Present
UBS Investment Bank January 2011 - August 2013
PricewaterhouseCoopers November 2008 - December 2010
Marcum & Kliegman LLP September 2006 - September 2008
Skills
Auditing, Financial Accounting, SEC filings, GAAP, US GAAP, Sarbanes-Oxley, Internal Controls, Sarbanes-Oxley Act, Financial Statements, Financial Reporting, Financial Audits, Capital Markets, CPA, Prime Brokerage, Fixed Income, Broker-Dealer, Financial Risk, Risk Assessment, Process Control, Operational Risk
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY