Margolin, Winer & Evens LLP
Industry: Company
DescriptionHeadquarters: Garden City, NY
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Margolin, Winer & Evens LLP Employees
Millennium Management October 2014 - Present
PwC July 2013 - Present
PwC September 2011 - Present
Margolin, Winer & Evens LLP December 2006 - September 2011
Samwoo, LLC May 2004 - November 2006
Skills
Asset Management, High Net Worth..., Tax, Tax Preparation, CPA, Corporate Tax, Internal Controls, Tax Returns, GAAP
Education
Baruch College 2000 — 2004
Bachelor's degree, Accounting
Dong-A University 1993 — 1998
Stahl Consulting Group May 2008 - Present
Navigant Consulting November 2005 - August 2007
FTI Consulting January 2001 - October 2005
Margolin, Winer & Evens LLP November 1990 - January 2001
Bellmarc Realty July 1989 - November 1990
Spicer & Oppenheim January 1982 - July 1989
Skills
Forensic Accounting, Business Valuation, Litigation Consulting, CPA, Fraud, Due Diligence, Tax Preparation, Certified Fraud Examiner, Mergers & Acquisitions, Expert Witness, Valuation, Shareholder, CFF, Litigation Support, Courts, Asset Tracing, Tax, Corporate Tax, Bankruptcy, Accounting
Education
Queens College
BA, Accounting, English
Guggenheim Partners September 2010 - Present
Progress Energy January 2010 - August 2010
Marc Jacobs June 2008 - August 2009
Deloitte July 2005 - June 2008
Margolin, Winer & Evens LLP November 2003 - June 2005
Skills
Microsoft Excel, Microsoft Office 2007, Hyperion HFM, Great Plains Software, Business Objects, Workday, Blue Cherry, Microsoft Atlas, Oracle Applications, CPA, Account Reconciliation, Corporate Tax, Financial Reporting, SEC filings, Strategic Financial..., Internal Controls, General Ledger
Education
Long Island University, C.W. Post Campus 2000 — 2003
Bachelor of Science (BS), Accounting
Margolin, Winer & Evens LLP November 2006 - Present
Newman, Newman & Kaufman LLP July 2004 - November 2006
Skills
CPA, GAAP, ProSystem fx Tax, Financial Reporting, Tax Preparation, Auditing
Education
Adelphi University 2002 — 2003
BBA, Accounting
University at Albany, SUNY 1999 — 2001
Accounting
North Shore-LIJ Health System June 2015 - Present
Margolin, Winer & Evens LLP December 2013 - June 2015
Winthrop-University Hospital August 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Outlook, Public Speaking, Access, Microsoft Office, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Excel, CA Clarity, Microsoft Project
Education
Marist College 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Adelphi University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Nassau Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
VP Business Transformation at ADP April 2015 - Present
ADP April 2015 - Present
SHRM - Morris County New Jersey Chapter August 2013 - Present
ADP November 2011 - April 2015
Margolin, Winer & Evens LLP April 2005 - November 2011
ADP 1995 - 2005
Skills
Human Resources, Employee Relations, Talent Acquisition, Organizational..., Change Management, Performance Management, Business Process, Workforce Planning, Employee Benefits, Leadership, Strategy, Onboarding, Deferred Compensation, Public Speaking, Business Strategy, Strategic HR, SPHR, Organizational..., Benefits Administration, Recruiting, Executive Search, HR Policies, Employee Training, Finance
Education
New York Institute of Technology-Old Westbury 1991 — 1994
MS, Human Resources Mgmt/Labor Relations
Queens College 1985 — 1988
BA, Industrial Psychology
Indeed.com May 2015 - Present
Walt Disney World March 2014 - February 2015
Walt Disney World February 2014 - March 2014
Walt Disney World June 2013 - January 2014
Walt Disney World January 2013 - June 2013
The Walt Disney Company January 2010 - January 2013
Kohl's Department Stores May 2012 - August 2012
Margolin, Winer & Evens LLP September 2008 - August 2010
Skills
Event Management, Sales, Human Resources, Recruiting, Interviews, Resume Writing, Customer Service, Hiring, Networking, Access, Leadership, Microsoft Office, Microsoft Word, Social Networking, Event Planning, Onboarding, Training
Education
Hofstra University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wantagh High School
LeylandAlliance LLC September 2008 - September 2010
Margolin, Winer & Evens LLP 2003 - 2008
Skills
Tax Returns
Education
Hofstra University 2001 — 2003
Bachelor of Business Administration (BBA), Accounting
Suffolk County Community College 1999 — 2001
Associate of Arts (AA)
Gettry Marcus CPA, P.C. January 2014 - Present
Cerini and Associates, LLP January 2012 - December 2013
Margolin, Winer & Evens LLP February 2004 - December 2011
SLT Retail Corp August 2002 - February 2004
Margolin, Winer & Evens LLP June 2001 - August 2002
American Express TBS/Goldstein Golub Kessler LLP January 2000 - June 2001
Skills
Tax Preparation, CPA, Auditing, Tax, Accounting, Corporate Tax, Financial Statements, QuickBooks, Income Tax, Financial Analysis, US GAAP, Bookkeeping, GAAP, Internal Controls, Tax Research, Partnership Taxation, Forensic Accounting, ProSystem fx Tax, Tax Returns
Education
Hofstra University 2004 — 2007
Master of Education (MEd), Mathematics
Hofstra University 1997 — 1999
Bachelor of Business Administration (BBA), Accounting
Goucher College 1995 — 1997
N/A, Business Administration and Management, General
Northport High School
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
Margolin, Winer & Evens LLP August 1996 - Present
Education
Hofstra University 1999 — 2001
MS Taxation, Taxation
Villanova University 1989 — 1993
BS Accountancy, Accounting
Garden City CPA CPAMargolin, Winer & Evens LLP2000 - 2002
Margolin, Winer & Evens LLP 2000 - 2002
Education
Saint Bonaventure University
The NPD Group/NPD DisplaySearch April 2008 - Present
NPD DisplaySearch August 2006 - April 2008
The NPD Group, Inc. 2005 - 2006
Margolin, Winer & Evens LLP August 2002 - August 2005
Long Island Coalition for Fair Broadcasting 2000 - 2002
Inflight Magazine 1997 - 1997
Skills
Event Management, Digital Marketing, Event Planning, Marketing Communications, Marketing Strategy, Email Marketing, Market Research, Social Media Marketing, Online Marketing, Marketing, Marketing Management, Corporate Events, Online Advertising, B2B, Strategic Planning, Product Development, Business Strategy, Branding & Identity, Advertising, Direct Marketing, Public Relations, Integrated Marketing, Lead Generation, Competitive Analysis
Education
Mount Saint Vincent University 1993 — 1996
BPR, Public Relations
Hobart and William Smith Colleges 1991 — 1993
Art History
Gelfand, Rennert & Feldman June 2011 - Present
Margolin, Winer & Evens LLP 2008 - 2009
RSM McGladrey, Inc 2005 - 2008
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BS, Accounting
BlackRock June 2012 - Present
iMentor June 2013 - Present
Bank of Tokyo-Mitsubishi UFJ March 2011 - June 2012
BNY Mellon October 2007 - March 2011
Margolin, Winer & Evens LLP August 2006 - October 2007
Skills
eGRC, Archer Certified..., Information Systems..., Business Process..., Agile Application..., Information Architecture, Risk Frameworks, GRC, Internal Audit, Operational Risk..., Sarbanes-Oxley Act, Policy Management, Risk Assessment, MIS, Tax, Project Management, Analytics, ETFs, Data Analytic, System Administration, Database Administration, Dashboard, Balanced Scorecard, Performance Management, SQL, Metrics Reporting, MBA, Quality Assurance, Operations Management, Bloomberg
Education
Long Island University 2008 — 2011
Master of Business Administration (MBA), Finance, General
SUNY Albany 2002 — 2006
Bachelor's degree, Accounting
Herricks High School 1998 — 2002
Margolin, Winer & Evens LLP December 2011 - Present
Skills
Tax Preparation, Corporate Tax, Auditing, CPA, ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel
Education
Binghamton University - School of Management 2010 — 2011
Masters, Accounting
University at Buffalo 2006 — 2010
BS, Accounting
Citrin Cooperman & Company, LLP June 2012 - Present
Margolin, Winer & Evens LLP December 1990 - June 2012
Laventhol & Horwath January 1984 - December 1990
Skills
Litigation Support, Expert Witness, Forensic Accounting, Valuation, Computer Forensics, Business Valuation, Litigation Consulting, Fraud Investigations, Dispute Resolution, Restructuring, Investigation, Certified Fraud Examiner, Financial Accounting, US GAAP, Tax Accounting, Finance, Tax Research, Creditors' Rights, Receiverships, International Tax, Liquidation, FCPA, Chapter 11, Financial Statements, Tax Returns, Corporate Recovery, CPA, Income Tax, Corporate Tax, Internal Audit, Debt Restructuring, Cash Management, Private Equity, Shareholder, QuickBooks, S Corporations, Internal Controls, Forensic Analysis, GAAP, SEC filings, Securities Litigation, Financial Modeling, Asset Tracing, Partnership Taxation, Tax Preparation, SEC Filings, Sales Tax
Education
City University of New York-Brooklyn College 1976 — 1979
Bachelor of Science, Accounting
Lamb & Barnosky, LLP 2005 - Present
Carl S. Levine & Associates, LP 1993 - 2005
Nassau Suffolk Law Services Committee, Inc. 1990 - 1993
Kaye Scholer LLP 1989 - 1990
Margolin, Winer & Evens LLP 1984 - 1986
Sperry Unisys Corporation 1983 - 1984
Skills
Tax, Licensing, Auditing, Commercial Litigation, Real Estate, Courts, Appeals, Trusts, Corporate Law, Litigation, Bankruptcy, Tax Law
Education
New York University School of Law 1986 — 1989
JD
Wharton School, University of Pennsylvania 1979 — 1983
BS, Accounting, Cum Laude
Syosset High School 1976 — 1979
Clarion Partners LLC December 2013 - Present
Margolin, Winer & Evens LLP December 2009 - December 2013
Education
Binghamton University 2006 — 2009
Bachelors, Accounting
Ogden Cap Properties, LLC February 2014 - Present
Margolin, Winer & Evens LLP November 2006 - February 2014
Skills
Auditing, Internal Controls, Financial Reporting, GAAP, Tax, US GAAP, CPA, Financial Statements, Tax Preparation, Accounting, Accounts Payable, Cash Flow, Corporate Tax, General Ledger, QuickBooks
Education
Queen's College 2000 — 2005
Bachelor of Arts (B.A.), Accounting
Steve Madden December 2014 - Present
Margolin, Winer & Evens LLP January 2011 - January 2013
EXPRESS November 2004 - September 2010
Skills
CPA, Microsoft Excel, QuickBooks, Accounting, Accounts Payable, Payroll, Accounts Receivable, Financial Reporting, Auditing
Education
Queens College 2006 — 2008
BA, Psychology
Nassau Community College 2004 — 2006
AA, Education
Makeup Artist & Beauty Expert July 2009 - Present
DreamWorks Theatricals LLC October 2007 - July 2009
321 Theatrical Management January 2006 - October 2007
Smashbox Cosmetics December 2003 - October 2004
Newview Technologies September 1999 - July 2003
Accounting Manager April 1998 - July 1999
Margolin, Winer & Evens LLP December 1995 - April 1998
Education
Binghamton University - School of Management 1993 — 1995
Bachelor of Science (BS), Accounting
Deloitte & Touche November 1998 - Present
Margolin, Winer & Evens LLP September 1995 - October 1998
Skills
Accounting, Audit, Private Equity, GAAP, Fair Value, Real Estate, US GAAP, SEC filings, CPA, Auditing, SEC Filings, Management
Education
Hofstra University 1991 — 1995
BS, Accounting
Holy Trinity H
Canon USA, Inc. April 2006 - Present
Comtech Telecommunications Corp. November 2005 - April 2006
Bestfoods Bakeries / George Weston Bakeries 1997 - 2005
William Penn Life Insurance Co. (Legal & General Life Insurance Co.) August 1990 - June 1997
Deloitte & Touche September 1987 - August 1990
Margolin, Winer & Evens LLP 1986 - 1987
Skills
Financial Accounting, Process Improvement, Financial Systems..., Budget Development, Project Planning, Project Implementation, Internal Controls, Audit, Accounting, Financial Analysis, Management, Sarbanes-Oxley Act, Analysis, Forecasting, Internal Audit, US GAAP, Financial Reporting, Finance, GAAP, CPA, Budgets, General Ledger, Accounts Payable, Managerial Finance
Education
Fairfield University 1981 — 1985
B.S., Management and Ecomnomics
Garden City High School 1977 — 1981
High School Diploma
Weiser Mazars June 2014 - Present
Shalik Morris & Co CPA November 2012 - June 2014
Margolin, Winer & Evens LLP January 1998 - October 2012
LaSala CPA, PC February 1992 - January 1998
Skills
Accounting, Tax Research, Auditing, Tax, Strategic Financial...
Education
Long Island University, C.W. Post Campus 1999 — 2001
MS, Taxation, 3.875
NYIT 1988 — 1992
Bachelor's degree, Accounting
Ward Melville HS 1984 — 1987
Margolin, Winer & Evens LLP July 2004 - Present
KPMG December 1982 - April 2004
Skills
Corporate Tax, Tax
Education
Pace University - Lubin School of Business 1982 — 1987
M.S., Taxation
LIU Post 1978 — 1981
B.S., Accounting
Margolin, Winer & Evens LLP February 2000 - Present
Resource One Mortgage Company September 1996 - February 2000
Deloitte January 1988 - February 1996
Skills
Accounting, Auditing, Financial Statements, Financial Reporting, GAAP, CPA, MBA, Financial Analysis, CPE, Internal Controls, US GAAP
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance/International
Queens College 1984 — 1987
BA, Accounting
Royal Treatment, Inc. 1993 - Present
Carlyle Construction Corp. 1987 - 1993
John Portman & Associates 1984 - 1986
Margolin, Winer & Evens LLP 1982 - 1984
Oppenheim, Appel, Dixon 1979 - 1982
Skills
Blinds, Interior Design, Shutters, Window Coverings, Residential Homes, Commercial Real Estate, Software Installation, Management, Retail, Sales Management, Marketing Strategy, Customer Service, Window Treatments, Selling, Sales, Small Business, Construction, Contract Negotiation, Window, Budgets, Renovation, Real Estate, New Business Development, Negotiation, Team Building, Real Estate Development, Entrepreneurship, Start-ups, Marketing
Education
City University of New York-Queens College 1977 — 1979
BA, Accounting
John Bowne High School 1971 — 1973
Veeco September 2014 - Present
CohnReznick LLP December 2013 - September 2014
PwC January 2011 - November 2013
Margolin, Winer & Evens LLP July 2008 - December 2010
Skills
SEC Financial Reporting, Revenue Recognition, Financial Reporting, Auditing, Internal Controls, GAAP, Accounting, Microsoft Excel, US GAAP, Financial Analysis, Microsoft Office, Financial Statements, Financial Accounting, External Audit, Tax, Corporate Tax, General Ledger
Education
Hofstra University 2008 — 2010
Master's Degree, Taxation
Hofstra University 2004 — 2008
Bachelor's Degree, Accounting
Mead Consulting Group April 2014 - Present
Rady Children's Hospital-San Diego September 2013 - April 2014
Cerini & Associates LLP December 2008 - October 2013
Arrow Electronics November 2006 - December 2008
Margolin, Winer & Evens LLP June 2001 - November 2006
Leslie Sufrin & Co August 1999 - June 2001
Skills
Auditing, Internal Controls, Accounting, Financial Statements, Financial Reporting, GAAP, Tax, Tax Preparation, Financial Audits, Mergers & Acquisitions, Financial Analysis, Nonprofits, Business Planning, External Audit, Strategic Planning, Internal Audit, Management, Cost Accounting, Cash Flow Forecasting, Cash Flow, Budgets, Financial Accounting, US GAAP, Bookkeeping, Journal Entries, Accruals, Fixed Assets, Payroll, Internal Control..., Non-profits, QuickBooks, Operations Improvement, Budget Monitoring, Business Process..., Business Valuation, Policy Review, Procedure Review, Reimbursement, Healthcare Consulting, Small Business, Budget Modeling, General Ledger, Account Reconciliation, Variance Analysis, ProSystem fx Tax, CCH ProSystem fx, Revenue Recognition, Oracle
Education
LIU Post 1996 — 1999
Bachelors, Accounting
Consolidated Edison Company of New York, Inc. December 2014 - Present
Cerini & Associates LLP May 2014 - November 2014
Citrin Cooperman August 2012 - February 2014
Margolin, Winer & Evens LLP January 2003 - June 2012
Goldin Associates October 1998 - January 2003
Con Edison July 1986 - October 1998
Skills
Business Valuation, Restructuring, Certified Fraud Examiner, Litigation Consulting, Turn Around Management, Expert Witness, Liquidation, Cash Flow Forecasting, Litigation Support, Valuation, Asset Based Lending, Mergers & Acquisitions, Computer Forensics, Forensic Accounting, Cash Flow, Tax, Fraud, Bankruptcy, Tax Research, Corporate Finance, Accounting, Due Diligence, Auditing, Private Investigations, GAAP, Internal Controls
Education
St. John's University, The Peter J. Tobin College of Business 1994 — 1998
mba, finance
Canisius College 1982 — 1986
bs, accounting
Regis High School 1978 — 1982
Grassi & Co. June 2014 - Present
Margolin, Winer & Evens LLP October 2011 - June 2014
Margolin, Winer & Evens LLP September 2010 - October 2011
Astoria Bank August 2010 - September 2010
Assisi Veterinary Hospital October 2009 - July 2010
Assisi Veterinary Hospital June 2007 - March 2010
Make-A-Wish Foundation June 2008 - September 2008
EB Elliot's Restaurant April 2005 - March 2006
M&D Furtsch, LLC June 2002 - February 2005
Skills
Marketing, Public Relations, Event Management, Event Planning, Advertising, Project Planning, Marketing Communications, Newsletters, Budgets, Public Speaking, Business Development, Press Releases, Social Media, Promotions, Marketing Strategy, Email Marketing, Market Research, Writing, Team Leadership, Planning, Facebook, Online Marketing, Time Management, Budgeting, Salesforce.com, Salesforce Administrator, Microsoft Excel, Account Management, Brand Management, Marketing Management, Lead Generation, Editing, Copywriting, B2B, Adobe InDesign CS6, Adobe Illustrator CS6, Adobe Photoshop CS6, Special Events..., Salesforce.com..., Salesforce.com..., Marketing Research, Lexis Nexis, WordPress, Website Building, Website Development, Web Content
Education
LIU Post 2007 — 2009
Bachelor of Science, Business Administration
Nassau Community College 2005 — 2007
Associate of Arts, Liberal Arts - English
Pace University 2001 — 2002
Business Administration
South Side High School 1997 — 2001
High School Diploma, General Studies / Business Courses
CohnReznick LLP January 2005 - Present
Margolin, Winer & Evens LLP January 2003 - February 2004
John Oliva, CPA PC 1996 - 2004
Skills
Accounting, QuickBooks, Tax, Tax Preparation, Peachtree, General Ledger, Microsoft Excel, Bookkeeping, ProSystem fx Tax, Tax Returns, GAAP, Financial Statements
Education
Post University
Pursuing a Bachlors, Accouting
Margolin, Winer & Evens LLP August 2015 - Present
PwC July 2013 - August 2015
Bethpage Federal Credit Union April 2008 - May 2013
Skills
Banking, Management, Loans, Budgets, Recruiting, Training, Analysis, Consumer Lending, Talent Acquisition, Risk Management, Investments, New Business Development, Sales, Cash Management, Process Improvement, Accounting, Strategy, Program Management, Forecasting, Human Resources, Credit Analysis, Team Building, Microsoft Office, Finance, Negotiation, Business Planning, Leadership, Financial Analysis, Real Estate, Coaching, Customer Service, Credit Risk, Leadership Development, Spanish, Credit Unions
Education
Hofstra University 2013 — 2013
REAL ESTATE SALESPERSON’S QUALIFYING COURSE, Real Estate
Dowling College
MBA, Corporate Finance
Berkeley College
BBA, International Business
Laura Sabbagh, CPA, P.C. November 2009 - Present
Margolin, Winer & Evens LLP November 2006 - November 2011
Nussbaum Yates & Wolpow January 1998 - November 2006
Mahoney Cohen January 1995 - August 1997
Cole, Samsel & Bernstein February 1993 - January 1995
401 Broadway Realty Co. 1982 - 1993
Skills
Auditing, Financial Reporting, Accounting, Excel, GAAP, Internal Controls, Word, Income Tax, Audit, QuickBooks Pro Adviser, Quickbooks, Bookkeeping, Tax, Tax Preparation, Financial Statements, Corporate Tax, Tax Returns, Budgets, Consolidation, CPA, Financial Accounting, Account Reconciliation, Cash Flow, ProSystem fx Tax, Variance Analysis, Journal Entries, Cash Management, Microsoft Word, General Ledger, Microsoft Excel, QuickBooks, Financial Audits, US GAAP, Partnership Taxation, Tax Accounting, Sales Tax, Finance
Education
Baruch College, City University of New York (CUNY) 1985 — 1992
BBA, Accounting
Lynbrook High School 1978 — 1982
High School Diploma, Regents Diploma
Delias February 2008 - Present
Deloitte & Touche LLP May 2005 - February 2008
Norca Corp March 2000 - April 2005
Deloitte & Touche LLP January 1997 - March 2000
Margolin, Winer & Evens LLP January 1994 - December 1996
Shapiro & Bress PC October 1987 - December 1993
Peat Marwick August 1985 - October 1987
Skills
SEC reporting, GAAP, Accounting, SOX, Financial Reporting, Budgeting, Cash Management, Banking
Education
Hofstra University 1983 — 1985
BA, Accounting
Nassau Community College 1981 — 1983
Associate's Degree, Accounting
Margolin, Winer & Evens LLP July 2011 - Present
J.T. Shulman & Co. January 2006 - June 2011
Education
Adelphi University
Margolin, Winer & Evens LLP November 1996 - Present
Hertz Herson & Company December 1994 - November 1996
Skills
Cost Accounting, Forensic Accounting, Finance, Accounting, Auditing, CPA, Private Equity, Tax, Financial Analysis, Internal Controls, Financial Reporting, GAAP, Tax Preparation, Small Business
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
Bachelor, Accounting
Margolin, Winer & Evens LLP October 2000 - Present
BDO Seidman, LLP 1990 - 1995
Merrill Lynch September 1986 - August 1989
Education
Yorktown High School 1977 — 1981
College of Mount Saint Vincent
Towers Watson February 2012 - Present
Marketing Outsourcers LLC April 2009 - January 2012
Gettry Marcus CPA, P.C. 2011 - 2012
Garden City Group July 2008 - February 2009
Margolin, Winer & Evens LLP 2003 - 2008
Humanic Solutions - Outsourced Services Provider (Formerly Fiserv HRIS) July 1991 - December 2002
Fiserv HRIS 1991 - 1999
Fiserv 1991 - 1993
Citicorp Information Resources 1989 - 1991
Richard A. Eisner & Company May 1986 - February 1989
Skills
B2C, Marketing Communications, B2B, Public Relations, Marketing Strategy, Direct Marketing, Integrated Marketing, Lead Generation, Competitive Analysis, Marketing, Market Research, Advertising, Business Development, Copywriting, Strategy, Social Media, Account Management, New Business Development, B2B Marketing, Trade Shows, Strategic Partnerships, Brand Awareness, Strategic Planning, Corporate Communications, Market Planning, Newsletters, Event Planning, Social Media Marketing, Media Relations, Program Management, Proposal Writing, Sales Operations, Sales, Management, Email Marketing, Online Marketing, Budgets, Marketing Management, Brand Development, Training, Digital Marketing, Online Advertising, Strategic Communications, Marketing Research, Internal Communications, Brand Management, Event Management, Corporate Branding, Press Releases, Sponsorship
Education
Columbia University in the City of New York
MA, Instructional technology & marketing
Fordham University
BA, History/Political Science
Solow Realty & Development Group March 2015 - Present
Self-Employed September 2014 - March 2015
Related Companies August 2007 - August 2014
SL Green Realty Corp. April 2004 - August 2007
KPMG LLP and Deloitte LLP 2003 - 2004
Davis & Partners, LLP 1999 - 2003
Rubin & Katz, LLP 1991 - 1999
Margolin, Winer & Evens LLP 1984 - 1991
Skills
Commercial Real Estate, Customer Service, Due Diligence, Finance, Financial Analysis, Financial Reporting, Financial Statements, Investments, Management, Marketing, Mergers, Microsoft Office, Private Equity, Real Estate, Sales, Valuation, Financial Modeling
Education
Pace University-Pleasantville/Briarcliff Campus 1980 — 1984
BBA Accounting, Accounting
Margolin, Winer & Evens LLP June 2014 - Present
Ridgewood Savings Bank February 2008 - January 2014
Jerold & Kaniuk Assoc July 2005 - July 2008
Skills
Accounting, Data Entry, Insurance, Loans, Mortgage Lending, Spreadsheets, Payments, Credit, Banking, Filing, Cash Management, Customer Service, Teamwork, Invoicing, Deposits
Education
Queensborough Community College 2008 — 2010
English
St. Joseph’s College
Bachelors of Organizational Management
The Blackstone Group May 1997 - Present
Century Operating Corporation August 1995 - May 1997
Margolin, Winer & Evens LLP October 1989 - August 1995
Skills
Private Equity, Carried Interest, Management Companies, Construction Accounting, Asset Managment, Alternative Investments, Corporate Finance, Valuation, Financial Analysis, Hedge Funds, Financial Reporting, Due Diligence, Financial Modeling, Capital Markets, GAAP, US GAAP, Internal Controls, Financial Structuring, Income Tax, CPA, Equities, Asset Management, Fund Of Funds, SEC filings, Tax, International Tax, Securities, Cash Management, Mergers & Acquisitions, Investments, Sarbanes-Oxley Act, Bloomberg, Fixed Income, Auditing, Corporate Tax, Investor Relations, Investment Banking, Accounting, Treasury, Financial Services, M&A experience
Education
Long Island University, C.W. Post Campus 1980 — 1983
Balhelor of Science, Accounting
World Meteorological Organization February 2006 - August 2012
Organization for Co-operation and Security in Europe (OSCE) July 2004 - January 2006
Food and Agriculture Organization (FAO) October 1998 - June 2004
Margolin, Winer & Evens LLP January 1998 - September 1998
United Nations Development Programme (UNDP) October 1990 - May 1997
Continental Grain Company August 1988 - September 1990
KPMG US August 1985 - July 1988
Skills
International..., Internal / External..., Internal Investigations, Program Evaluation, Fraud Examination, Taxation, Management Accounting, Financial Management, Financial Reporting, Financial Forensics, Risk Management, Internal Audit
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Taxation
Inter American University of Puerto Rico
Bachelor of Arts (B.A.), Cum Laude, Accounting
Peterson Management Services, LLC January 2015 - Present
L-3 Communications July 2014 - January 2015
Margolin, Winer & Evens LLP December 2011 - July 2014
The New School June 2010 - August 2010
Marist College September 2009 - May 2010
Skills
Finance, Accounting, Microsoft Excel, Journal Entries, Financial Reporting, Microsoft Word, Financial Modeling, Financial Statements, Tax, CPA, Auditing, General Ledger, QuickBooks, Bookkeeping, Internal Audit
Education
Marist College 2010 — 2011
Master of Business Administration, Accounting
Marist College 2006 — 2010
Bachelor of Science, Accounting
Margolin, Winer & Evens LLP September 2002 - Present
Arthur Andersen LLP September 2001 - April 2002
Arthur Andersen LLP June 2000 - August 2000
Anna M Boutzalis CPA PC 1998 - 2000
Skills
Accounting, GAAP, Financial Statements, Healthcare, CPA, Financial Reporting, Auditing, Tax, Financial Analysis, Internal Controls, General Ledger, Finance, Financial Accounting, Cash Flow, Corporate Tax, Tax Preparation
Education
Hofstra University 1998 — 2000
BBA, Accounting, Frank G. Zarb School of Business
Nassau Community College 1996 — 1998
Accounting
Margolin, Winer & Evens LLP
Skills
GAAP, Tax Preparation, Tax, Corporate Tax, Restructuring, Hedge Funds, Partnership Taxation, CPA, Accounting, Income Tax, Tax Accounting, SEC filings, US GAAP, Forensic Accounting, Auditing
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BBA, Accountancy
Columbus High School
Margolin, Winer & Evens LLP January 1997 - Present
Margolin, Winer & Evens LLP 1997 - Present
Held Kranzler & Company February 1994 - December 1996
YAI October 1989 - March 1994
Skills
Tax, CPA, Auditing, CCIFP, Tax Preparation, Financial Statements, GAAP, Managerial Finance, Financial Reporting, Certified Construction..., Corporate Tax, Account Reconciliation, Income Tax, SEC filings, Partnership Taxation, Cash Management, Financial Audits, Finance, Variance Analysis, Tax Advisory, Due Diligence, Financial Modeling, Forensic Accounting, Revenue Recognition, Tax Returns, Accounting, Real Estate, US GAAP, Internal Controls, Mergers & Acquisitions, Tax Research
Education
Bentley University 1985 — 1989
Bachelor of Science, Accounting
Christ the King Regional High School 1981 — 1985
Ceasar & Smilow, LLP August 2012 - Present
Friedman LLP December 2008 - May 2012
Margolin, Winer & Evens LLP October 1994 - December 2008
Shulman, Cohen, Furst, Kramer & Rosen PC November 1991 - September 1994
Skills
Financial Statements, General Ledger, Finance, Internal Controls, Tax, Accounting, Tax Returns, Auditing, Tax Research, Sales Tax, Tax Preparation, Tax Law, New Business Development, Partnerships, Partnership Taxation, Budgets, Personal Finance
Education
Queens College
Bachelor or Arts, Accounting
Transwestern June 2011 - Present
Realty Management Services, Inc. November 2005 - May 2009
Allied Capital 1995 - 2001
The JBG Companies 1994 - 1995
Margolin, Winer & Evens LLP 1992 - 1994
Skills
Property Management, Accounting
Education
LIU Post 1989 — 1991
MS, Accounting
University of Maryland - Robert H. Smith School of Business 1985 — 1987
BS, Marketing
CSC ServiceWorks June 2015 - Present
Margolin, Winer & Evens LLP December 2013 - June 2015
Fuller Lowenberg & Co., CPAs P.C. October 2011 - May 2013
First Data Merchant Services June 2011 - October 2011
People's United Bank October 2009 - June 2011
Skills
Tax, Financial Reporting, Bookkeeping, Auditing, Accounting, Payroll, Financial Statements, Sales Tax, Financial Analysis, Tax Preparation, Corporate Tax, GAAP
Education
Dowling College
Bachelor of Business Administration (B.B.A.), Accounting
Meyers, Harrison & Pia, LLC September 2014 - Present
Long Island University September 2014 - Present
Friedman LLP February 2012 - August 2014
Klein Liebman & Gresen, LLC November 1999 - February 2012
Margolin, Winer & Evens LLP 1996 - 1999
Skills
Forensic Accounting, Business Valuation, Litigation Support, Asset Tracing, Shareholder Disputes, Shareholder, Litigation Consulting, Valuation, IRS, CPA, Finance, Financial Reporting, Corporate Tax, Auditing, Restructuring, Accounting, Financial Planners, Internal Controls, Partnership Taxation
Education
LIU Post 1995 — 1997
BS, Accountancy
Margolin, Winer & Evens LLP December 2010 - Present
Schaeffer & Sam, CPA's April 2005 - October 2010
Kreitzman & Kreitzman, CPA's March 2001 - April 2005
Skills
Tax, Accounting, Tax Preparation, Income Tax, ProSystem fx Tax, CPA, CCH ProSystem fx, Tax Accounting, Partnership Taxation, Tax Returns, QuickBooks, Tax Research, Trusts, Estate Planning, High Net Worth..., Estate & Gift Taxation
Education
Adelphi University 1999 — 2003
BBA, Accounting
Viacom September 2015 - Present
Viacom November 2013 - Present
Margolin, Winer & Evens LLP February 2013 - November 2013
Publishers Clearing House October 2011 - February 2013
Skills
Microsoft Excel, Advertising, PowerPoint, Event Planning, Social Media Marketing, Facebook, Social Media, Microsoft Office, Social Networking, Public Speaking, Editing, Marketing Strategy, Research, Microsoft Publisher, Marketing Research, SEO, Public Relations, Digital Marketing, Time Management, Budgets, Market Research, Microsoft Word, Access, Outlook, Creative Writing, Analysis, Customer Service, Illustrator, Marketing Communications, Google Analytics, Proposal Writing, HTML, Blogging, Email Marketing, Integrated Marketing, Internal Communications, Recruiting, Salesforce.com, Television Programming, Advertising Sales
Education
Adelphi University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Nassau Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Fashion Buying and Merchandising
Commack High School
Margolin, Winer & Evens LLP November 2011 - Present
Skills
ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Microsoft Exchange, Accounting, CPA, Tax, GAAP, Partnership Taxation, Corporate Tax, Professional Liability, Financial Statements, QuickBooks, General Ledger, US GAAP, Income Tax, Tax Accounting, Tax Returns, SEC filings, Tax Preparation, Peachtree, Account Reconciliation, Auditing, Financial Accounting, Financial Reporting, Internal Controls
Education
City University of New York-Queens College 2013 — 2015
Master of Science, Risk Management
City University of New York-Queens College 2010 — 2011
Master of Science, Accounting
City University of New York-Queens College 2006 — 2010
Bachelor of Arts, Accounting, Economics
Margolin, Winer & Evens LLP August 2013 - Present
Moss Adams LLP September 2012 - July 2013
Montana State University August 2011 - May 2012
Restaurant Solutions, Inc. March 2011 - August 2011
Skills
Accounting, Financial Reporting, GAAP, Tax Preparation
Education
Montana State University-Bozeman 2011 — 2012
Master's Degree, Accounting
Montana State University-Bozeman 2005 — 2010
Bachelor's Degree, Accounting
The University of Sheffield 2007 — 2008
Study Abroad
Grassi & Co. January 2012 - Present
Temple Beth Israel September 2012 - Present
Merrick Community Hebrew High School September 1999 - Present
Margolin, Winer & Evens LLP September 2005 - January 2012
The Merrick Jewish Centre September 1998 - June 2008
Skills
Writing, Public Relations, Word, Excel, Quickbooks, Teaching, Language Teaching, Proofreading, Microsoft Word, Microsoft Excel, Creative Writing, QuickBooks, Editing, Social Media, Copy Editing, Newsletters, Social Networking, Marketing Communications, Event Planning, Copywriting, Social Media Marketing, Publicity, Corporate Communications, Facebook
Education
Queens College - City University of New York 2014 — 2016
Master's Degree, Applied Linguistics
City University of New York-Brooklyn College 1975 — 1979
BA, Film Studies, English
Kravet August 2012 - Present
MSC Industrial Supply 2009 - August 2012
MSC Industrial Supply 2005 - 2009
MSC Industrial Supply 2002 - 2005
MSC Industrial Supply 1999 - 2002
MSC Industrial Supply 1997 - 1999
KPMG 1995 - 1997
Margolin, Winer & Evens LLP 1992 - 1995
Skills
Strategic Planning, Sarbanes-Oxley Act, Corporate Law, Contract Negotiation, Risk Management, Process Improvement, Securities Regulation, Internal Audit
Education
Hofstra University
Master of Business Administration (MBA), Finance and International Business
Margolin, Winer & Evens LLP September 2015 - Present
Healthplex Inc. August 2014 - September 2015
Molloy College September 2013 - June 2014
TNT Liquidators March 2013 - August 2013
Skills
Research, Microsoft Excel, Microsoft Word, Financial Accounting, Interpersonal Skill, PowerPoint, Sales, Financial Analysis, Microsoft Office, Social Media, Customer Service, Public Speaking, Leadership, Teamwork, Access, Time Management, Accounting, Social Networking
Education
Molloy College 2013 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.88
Molloy College 2013 — 2016
BS Accounting, Accounting
Margolin, Winer & Evens LLP May 2005 - Present
Deloitte August 2001 - May 2005
CPA January 2000 - May 2005
Salomon Smith Barney 2000 - August 2001
Skills
Estate Planning, Tax Structuring, 1031 Exchanges, Tax, Real Estate, International Tax, Business Planning, Start-ups, Accounting, Corporate Tax, Quickbooks, Income Tax, Mergers, Due Diligence, Tax Compliance, Tax Returns, Tax Preparation
Education
Hofstra University 2006 — 2008
MBA, Taxation and Real Estate
City University of New York-Brooklyn College 1997 — 2001
BA, Accounting
Rabbinical Academy Mesivta Rabbi Chaim Berlin
Margolin, Winer & Evens LLP December 2012 - Present
The Music Zoo May 2012 - November 2012
Kofler, Levenstein, Romanotto & Co., P.C. November 2011 - April 2012
JPMorgan Chase June 2008 - July 2011
Center For Wealth Preservation 2010 - 2011
King Kullen June 2007 - June 2008
Skills
Tax, Investments, Microsoft Excel, GAAP, IFRS, Real Estate, Financial Modeling, Financial Analysis, Accounting, Auditing, Financial Reporting, Financial Accounting, QuickBooks, 704(b) Basis Accounting, Strategic Financial..., 1031 Exchanges, Hedge Fund Accounting, Partnership Taxation, Tax Returns, Wealth Management, Account Reconciliation, Finance, Accounts Receivable, Hedge Funds, Accounts Payable, Real Estate Transactions, Financial Statement..., Tax Accounting, Tax Preparation, Consulting, Employee Training, ProSystem fx Tax, CCH ProSystem fx, Trusts, Fiduciary Accounting, Microsoft Office, Bookkeeping, Management, Internal Controls, Financial Statements, Income Tax, Budgets, Analysis, Financial Planning
Education
Molloy College 2011 — 2012
MBA, Accounting
Molloy College 2007 — 2011
B.S. Accounting, Accounting
Grant Thornton LLP 2000 - Present
Margolin, Winer & Evens LLP July 1993 - August 1996
Skills
Wireless Networking, Juniper, Network Administration, LAN-WAN, Wireless, Large Scale Deployments, Windows Server, eCopy, Network Infrastructure, Hardware, Disaster Recovery, System Administration, Networking, System Deployment, Infrastructure, Switches, Active Directory, Network Security
Education
Hofstra University 1993 — 1996
BA, Business Computer Information Systems
SAS Executive Search, LLC February 2009 - Present
Sigma Staffing June 2005 - January 2009
J.H. Cohn LLP August 2002 - June 2005
Margolin, Winer & Evens LLP 1984 - 2002
Anchin, Block & Anchin LLP 1983 - 1984
M. Sternlieb & Company, CPA's 1981 - 1983
Ernst & Whinney 1980 - 1981
Skills
Recruiting, Executive Search, Human Resources, Interviews, Accounting, Hiring, CPA, Talent Acquisition, Applicant Tracking..., College Recruiting, Onboarding, Talent Management, Technical Recruiting
Education
Rutgers Graduate School of Management 1979 — 1980
MBA, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Bachelor of Arts, Political Science
Nussbaum Yates Berg Klein Wolpow, LLP January 2011 - Present
Press Schonig & Co. December 2009 - June 2010
Margolin, Winer & Evens LLP January 2006 - July 2009
Jubran O'Day & Company February 2005 - January 2006
Skills
Tax
Education
LIU Post 2007 — 2009
MS Tax, Accounting & Taxation
Mohanlal Sukhadia University
Masters, Accounting
Mohanlal Sukhadia University
Bachelors, Accounting
Margolin, Winer & Evens LLP June 2007 - Present
Weight Watchers 2006 - 2007
IdeaSphere aka Twinlab 2003 - 2006
Lutheran Social Services, Metro NY 2001 - 2002
Allied North America 2000 - 2001
ING formerly ReliaStar, Bankers Life, North Atlantic Life Insurance 1995 - 2000
Fleet Bank 1990 - 1993
Marriott International - Roy Rogers Division 1978 - 1990
Marriott Hotels 1985 - 1986
Sheraton Smithtown 1980 - 1982
Skills
Employee Benefits, HRIS, Payroll, Human Resources, FMLA, Policy, Workers Compensation, Process Improvement, Event Planning, COBRA, Onboarding, Employee Relations, Applicant Tracking..., Benefits Administration, Recruiting, Performance Management, New Hire Orientations, Personnel Management, Management
Education
Dale Carneige 2005 — 2005
St. Joseph's College 1993 — 1996
BS, Organizational Management
St. Joseph's College 1993 — 1996
Certifcate in Management
Nassau Community College 1979 — 1982
AAS, Hotel Restaurant Management
Town of Oyster Bay January 2004 - Present
U.S. Department of Veterans Affairs 2004 - 2015
U.S. Department of Veterans Affairs 2004 - 2015
Walter C. Schmidt, CPA - Information Technologies August 1994 - January 2004
Coughlin, Foundotos, Cullen & Danowski, CPAs September 1992 - August 1994
Margolin, Winer & Evens LLP August 1985 - September 1992
Gerald H. Dallek, CPAs January 1982 - August 1985
Coopers & Lybrand August 1974 - January 1982
Skills
Enterprise Software, Suite, Accounting Applications, Government, Non-profits, Public Speaking, Community Outreach, Policy, Strategic Planning, Fundraising, Research, Public Relations, Budgets, Program Management, Leadership Development, Nonprofits, Microsoft Word, PowerPoint, Outlook
Education
LIU Post 1973 — 1974
BS, Accounting
Nassau Community College 1971 — 1973
AS, Accounting
U.S. Navy 1966 — 1971
Hicksville High School 1963 — 1965
EisnerAmper LLP May 2013 - Present
Margolin, Winer & Evens LLP September 2005 - April 2013
Skills
Tax, Human Resources, Interviews, Recruiting, Budgets
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Management /Marketing
Guy E. Leopold, E.A. LLC January 2011 - Present
Margolin, Winer & Evens LLP November 2008 - December 2010
Guy E. Leopold, E.A. LLC January 2004 - November 2008
Skills
Tax Preparation, Accounting, Tax, Corporate Tax, GAAP, Income Tax, CPA, Partnership Taxation, Financial Statements
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Accounting
Pall Corporation December 2014 - Present
National General Insurance (f.k.a. GMAC Insurance) July 2013 - November 2014
AIG Investments March 2010 - June 2013
Margolin, Winer & Evens LLP October 2004 - March 2010
Skills
GAAP, Financial Reporting, Accounting, Auditing, CPA, Internal Controls, Tax, Financial Analysis, Financial Accounting, US GAAP, Tax Preparation, SEC filings, Financial Statements, Corporate Tax, General Ledger, Sarbanes-Oxley
Education
Hofstra University 2000 — 2004
BBA, Accounting
Hofstra University 2000 — 2004
Bachelor of Business Administration (BBA), Accounting
SS&C GlobeOp February 2010 - Present
Geller Investment Partnership Services 2002 - January 2010
The Blackstone Group 1999 - 2001
Deloitte 1996 - 1999
The Blackstone Group 1995 - 1996
Margolin, Winer & Evens LLP 1987 - 1995
Ernst & Whinney 1981 - 1986
Skills
Private Equity, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Financial Reporting, Accounting, Financial Modeling, Asset Management, Venture Capital, Fund Administration, Internal Controls, Capital Markets, Investments, Fund Accounting, Mergers & Acquisitions, Corporate Finance, Equities, US GAAP, Financial Services, GAAP, Fund Of Funds, Investment Banking, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Derivatives, Financial Structuring, Cash Management, M&A experience, Tax, Investment Management, Real Estate, Commercial Real Estate
Education
LIU Post
BS, Accounting
LIU Post
BS, Accounting
Frankel Loughran Starr & Vallone LLP October 2010 - Present
Deloitte & Touche September 2005 - October 2010
Margolin, Winer & Evens LLP June 2004 - August 2005
Skills
Auditing, Financial Reporting, Accounting, Audit, GAAP, Internal Controls, High Net Worth..., Financial Accounting, Private Equity, Tax Research
Education
Adelphi University 2001 — 2005
BBA, Accounting
Margolin, Winer & Evens LLP February 2012 - Present
Deloitte Tax LLP January 1997 - February 2012
Grant Thornton LLP January 1996 - December 1996
KPMG US October 1983 - December 1995
Skills
Corporate Tax, Tax, International Tax, Tax Advisory, Sales Tax, Income Tax, Tax Accounting, State Tax, Partnership Taxation, Tax Research, Mergers & Acquisitions, Due Diligence, Indirect Taxation, Tax Preparation, Tax Law, SEC filings, US GAAP, Transfer Pricing, Financial Reporting, Voluntary Disclosure, CPA, Forensic Accounting, Property Tax, GAAP, Big 4, Sarbanes-Oxley Act, Tax Returns, FAS 5, Auditing, Internal Controls, Restructuring, Sarbanes-Oxley, External Audit, Accounting, Financial Accounting, Internal Audit, SEC Filings
Education
Fordham University School of Law 1980 — 1983
Juris Doctor, Law
Pace University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Margolin, Winer & Evens LLP September 2008 - Present
Patch.com July 2010 - January 2011
Citrin Cooperman & Company, LLP November 2003 - September 2008
Executive Moms January 2006 - November 2007
WebCPA.com February 1997 - November 2003
United Press International February 1992 - February 1997
Brooklyn Paper Publications January 1990 - October 1992
Columbia Journalism Review June 1989 - October 1990
Population Communications International 1987 - 1989
Children's Television Workshop 1985 - 1987
Skills
Public Relations, Blogging, Marketing, Social Media, Strategy, Creative Direction, Public Speaking, Journalism, Business Development, Editorial, Magazines, Newspapers, Research, Marketing Communications, Email Marketing, Social Media Marketing, Management, Editing, Writing, Marketing Strategy, Social Networking
Education
Binghamton University 1981 — 1984
BA
Marymount Manhattan College 1980 — 1981
Great Neck North 1976 — 1980
High School
Lefrak Organization January 2002 - Present
Margolin, Winer & Evens LLP 1995 - November 2002
Helmsley Organization, Inc., 1990 - 1993
Eisner & Lubin, LLP 1985 - 1990
Skills
Tax Preparation, Treasury Management, Special Projects, Accounting, Journal Entries, Financial Reporting, Cash Flow, Cash, Due Diligence, Finance, Corporate Tax, Budgets, Income Tax, CPA, General Ledger, Financial Accounting, Financial Analysis, Auditing, GAAP
Education
Pace University - Lubin School of Business 1981 — 1985
Bachelor of Business Adminstration, CPA
Xaverian High School 1978 — 1981
EY January 2014 - Present
Terranum Capital LLC May 2012 - December 2013
Grant Thornton LLP December 2003 - May 2012
Margolin, Winer & Evens LLP November 2000 - November 2003
Bennet Kielson Storch Yablon & DeSantis June 1999 - October 2000
John J. McMullen Associates, Inc. May 1998 - September 1998
Skills
Due Diligence, Internal Controls, Accounting, Finance, Auditing, Mergers & Acquisitions, Private Equity, Budgets, CPA, Hedge Funds, Analysis, Financial Audits, Accounts Payable, Financial Services, Payroll, Management, Mutual Funds, Invoicing, Financial Reporting, Financial Analysis
Education
Binghamton University - School of Management 1995 — 1999
Bachelor of Science, Accountancy
Bert E. Brodsky & Associates June 2008 - Present
Centerline Capital Group July 1995 - April 2008
Related 1995 - 1999
Margolin, Winer & Evens LLP 1994 - 1996
Skills
Financial Statements, Account Reconciliation, Variance Analysis, Real Estate, Auditing, CPA, Tax Preparation, General Ledger, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Budgets, Real Estate Economics, Financial Accounting, Tax Credits, Sarbanes-Oxley Act, Tax, Due Diligence, LIHTC, Cash Flow
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Accounting
Vanbarton Group LLC July 2015 - Present
Emmes Asset Management Company LLC December 1997 - June 2015
Margolin, Winer & Evens LLP 1994 - December 1997
Marks Paneth & Shron LLP October 1989 - October 1994
Education
Binghamton University - School of Management 1987 — 1989
Bachelor's degree, Accounting
Virtualism June 2000 - Present
GVA Williams March 1996 - May 2000
Margolin, Winer & Evens LLP June 1995 - February 1996
Education
Hofstra University 1990 — 1994
Bachelor of Science (BS), Business Computer Information Systems
State University of New York College at Buffalo 1990 — 1993
University Honors Program
West Islip High School
Vanbarton Group LLC July 2015 - Present
Emmes Asset Management March 2014 - June 2015
The Blackstone Group March 2005 - March 2014
Credit Suisse November 2000 - March 2005
First Dominion Capital LLC September 1999 - November 2000
Emmes Asset Management May 1995 - September 1999
Margolin, Winer & Evens LLP September 1993 - May 1995
Education
Hofstra University 1984 — 1988
BBA, Accounting
Basswood Capital Management, LLC June 2000 - Present
BDO Seidman 1998 - 2000
Margolin, Winer & Evens LLP 1996 - 1998
Education
Binghamton University - School of Management 1992 — 1996
Accounting
FragranceNet.Com, Inc. March 2009 - Present
Part-time CFO November 2004 - March 2009
Quality King Distributors Inc. October 1990 - October 2004
Margolin, Winer & Evens LLP January 1982 - October 1990
Skills
Financial Reporting, Internal Controls, Auditing, Mergers & Acquisitions, Strategic Financial..., Tax, Accounting, CPA, Budgets, Process Improvement, Finance, Management, Strategy, Sarbanes-Oxley Act, Forecasting, Strategic Planning, GAAP, SEC filings, Cash Flow, Financial Analysis, Revenue Recognition, Financial Audits, US GAAP, Managerial Finance, Income Tax, Due Diligence, Business Valuation, Financial Planning, SEC Filings
Education
LIU Post
M.S., Taxation
Queens College 1974 — 1978
B.A., Accounting / Economics
Newport Credentialing Solutions June 2015 - Present
Leicht & Rein Tax Associates LTD October 2012 - April 2014
Chart Organization September 2011 - October 2012
Robert Jurgens CPA PC December 2008 - May 2011
Guerriere Chiropratice/ Personal Care Medical October 2007 - December 2008
Fidelity National Title Ins. Co. August 2005 - October 2007
Margolin, Winer & Evens LLP March 1995 - December 2005
Wantagh Public Library May 1989 - December 1993
Skills
Tax Preparation, Accounting, Financial Accounting, GAAP, Financial Forecasting, Financial Reporting, QuickBooks, Financial Statements, General Ledger, Account Reconciliation, CPA, Accounts Receivable, Accounts Payable, Cash Flow, Tax Returns, Income Tax, Tax, Revenue Recognition, Cash Flow Forecasting
Education
Nassau Community College 1991 — 1992
Crystal Run Health Plans August 2015 - Present
Affinity Health Plan March 2014 - August 2015
EmblemHealth September 2006 - March 2014
HIP Health Plans March 2002 - September 2007
HIP Health Plans June 1998 - February 2001
Ernst & Young 1996 - 1998
Margolin, Winer & Evens LLP September 1989 - September 1992
Skills
Operational Efficiency, PMO, Healthcare, Process Improvement, Medicare, Management, Visio, Healthcare Information..., HIPAA, Auditing, SDLC, Change Management, Project Management, Medicaid, Budgets, Performance Improvement, Healthcare Industry, Management Consulting, Team Leadership, Disease Management, Health Policy, Analysis, Managed Care, Strategy, Business Analysis, Business Intelligence, Provider Relations, Business Process..., Executive Management, Leadership, Operations Management, Quality Improvement, Vendor Management, Network Development, Cross-functional Team..., Project Portfolio..., Strategic Planning, Team Building, Revenue Cycle, Health Insurance, Insurance, Hospitals, Program Management, Healthcare Management, Data Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Management
Le Moyne College 1985 — 1989
BS, Accounting
First Long Island Investors, LLC November 2009 - Present
Penn-Plax Inc. January 1990 - November 2009
Joseph PIcone & Son, Inc. May 1988 - January 1990
Margolin, Winer & Evens LLP March 1986 - May 1988
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Customer Service, Finance, Financial Analysis, Retail, Marketing
Education
Katharine Gibbs School 1985 — 1986
Administrative Assistant and Secretarial Science, General
Hofstra University 1984 — 1985
Accounting
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
Polimeni International September 2005 - Present
Adecco Staffing November 2004 - September 2005
Wank & Liptzin LLP August 2003 - October 2004
Moses and Schreiber LLP August 2001 - May 2003
Margolin, Winer & Evens LLP January 2001 - June 2001
Skills
Commercial Real Estate, Investments, Real Estate Development, Accruals, Real Estate Transactions, GAAP, General Ledger, Financial Reporting, Budgets, Variance Analysis, Asset Management, Foreign Currency..., Yardi Voyager, Oracle
Education
New York Institute of Technology-Old Westbury 1997 — 2001
Bachelor of Science (BS), Accounting
The Coca-Cola Company February 2014 - Present
Georgia Technology Authority August 2010 - January 2014
Georgia Technology Authority October 2008 - August 2010
Georgia Technology Authority August 2007 - October 2008
Georgia Technology Authority February 2006 - August 2007
BellSouth Telecommunications November 2000 - January 2006
Mariner Health Care (fka Mariner Post Acute Network) 1999 - 2000
Estee Lauder 1997 - 1999
Margolin, Winer & Evens LLP 1993 - 1997
MDRC 1990 - 1993
Skills
Cross-functional Team..., Analysis, Budgets, Project Management, Process Improvement, Auditing, Business Analysis, Management, Telecommunications, Contract Negotiation, Leadership, Business Process..., Business Process, Forecasting, Vendor Management, Program Management, Team Building, Financial Reporting, Project Planning, Change Management, Financial Analysis, Financial Modeling, Strategic Planning, Outsourcing, Team Leadership, Finance, CRM, Service Delivery
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, CIS
Robert Half Management Resources January 2012 - May 2015
Resources Global Professionals April 2005 - May 2011
Control Solutions International March 2004 - February 2005
Diageo April 2003 - January 2004
Prudential Financial January 2002 - February 2003
UBS December 2000 - November 2001
MetLife Financial Services/Prudential Securities January 1997 - December 2000
Philip Morris International June 1987 - December 1996
Deloitte January 1986 - May 1987
Margolin, Winer & Evens LLP September 1984 - December 1985
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Accounting, Financial Modeling, US GAAP, SEC filings, US GAAP reporting, Strategic Financial..., Internal Audit, External Audit, System Implementations, Business Process..., Financial Planning &..., Management Reporting, Statutory Reporting, Monthly ,Quarterly &..., Consolidation, Budgeting & Forecasting, Mergers & Acquisitions, Management, Account Reconciliation, Statutory Accounting, Financial Statements, Corporate Finance, Forecasting, Finance, Cash Flow, Variance Analysis, GAAP, Financial Planning, General Ledger, SEC Filings
Education
Pace University - Lubin School of Business 1989 — 1991
MBA
Hofstra University 1980 — 1984
BBA
David S. Cutler CPA P.C. August 2014 - Present
Margolin, Winer & Evens LLP August 2005 - July 2014
Gloria K Personnel October 1999 - August 2005
Krandell Beef August 1994 - October 1999
Rubin Realty/Bryant & Rubin Realty 1987 - 1994
Skills
Tax Preparation, ProSystem fx Tax, Partnership Taxation, Income Tax, QuickBooks, Corporate Tax, Tax, Tax Research, Financial Statements, General Ledger, GAAP, CCH ProSystem fx, Payroll Taxes, Tax Returns, Auditing, Tax Accounting, Payroll, Sales Tax
Education
Liberty University 2006 — 2010
Bachelor of Science, Accounting
FIT 1972 — 1974
Buying and Merchandising
Scotiabank November 2009 - Present
Margolin, Winer & Evens LLP November 2008 - May 2009
Sterling Equities November 2006 - October 2008
Skills
Tax, Financial Reporting, Accounting, Auditing, Financial Analysis, GAAP, General Ledger, Tax Preparation, Account Reconciliation, QuickBooks, Valuation, Accounts Payable
Education
Hunter College 2002 — 2005
Bachelor's degree, Accounting
WeiserMazars LLP October 2015 - Present
Margolin, Winer & Evens LLP November 1998 - October 2015
Margolin Winer & Evens LLP 1998 - 2009
Skills
GAAP, Tax Preparation, Corporate Tax, Partnership Taxation, Income Tax, CPA, Tax, Financial Statements, Accounting, Auditing, Financial Analysis, Financial Reporting, Internal Controls, Financial Accounting, ProSystem fx Tax, Tax Returns, US GAAP
Education
New York Institute of Technology 1993 — 1998
BA, Accounting
Margolin, Winer & Evens LLP
Skills
Tax, GAAP, CPA, Tax Preparation, Internal Controls, Corporate Tax, Income Tax, Forensic Accounting, Partnership Taxation, US GAAP, Auditing
Education
St. John's University 1983 — 1985
MBA, Taxation
Fairleigh Dickinson University 1971 — 1973
MBA, Finance
Seton Hall University 1960 — 1964
B S, Accounting
Garden City Group January 2011 - Present
Westwood One March 2009 - October 2010
American Express August 2001 - January 2009
American Express October 1999 - July 2001
American Express June 1997 - June 1999
Cablevision March 1996 - March 1997
Cablevision November 1993 - February 1996
Margolin, Winer & Evens LLP November 1990 - October 1993
Biscotti Grassi & Company 1988 - 1989
Skills
Planning & Forecasting, Strategic Analysis, Financial Reporting, Organizational..., Business Planning, Business Analysis, Financial Operations, P&L Management, Accounting, Forecasting, Auditing, Competitive Analysis, Analysis, Financial Modeling, Internal Audit
Education
Hofstra University 1987 — 1990
BBA, Accounting
Bellmore JFK
University at Albany, SUNY
Morgan Stanley August 2014 - Present
J.P. Morgan March 2010 - March 2014
Cantillon Capital Management LLC November 2009 - March 2010
Morgan Stanley 1993 - 2009
Ernst & Young 1991 - 1993
Margolin, Winer & Evens LLP 1988 - 1991
Skills
Portfolio Management, Mutual Funds, Equities, Interest Rate Swaps, Fixed Income, Options, CDS, FX Options, Hedge Funds, Asset Managment, Equity Swaps, Financial Risk, Prime Brokerage, Financial Services, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Trading Systems, Swaps, Fund Of Funds, Back Office, Investment Management, Investment Strategies, Operational Risk, Investments, Securities, Emerging Markets, Asset Management, Private Equity, ETFs, Securities Lending, Equity Derivatives, Credit Derivatives, Equity Trading, Bonds, Valuation, Fund Accounting, Middle Office, Fund Administration, Collateral Management, Financial Markets, Corporate Actions, Market Risk
Education
Binghamton University - School of Management 1984 — 1988
B.S., Accounting
Margolin, Winer & Evens LLP June 2008 - March 2009
Friedman LLP October 2004 - May 2008
Education
LIU Post 2001 — 2004
BS, Accounting
Thomas Brown CPA PC May 2004 - Present
Data Device Corporation 1995 - 2005
Grant Thornton 1991 - 1995
Margolin, Winer & Evens LLP 1988 - 1991
Skills
Auditing, CPA, Finance, Preparation, Accountants, FASB, Corporate Tax, International Tax, Tax, SEC filings, Tax Research, Financial Planners, Tax Accounting, Accounting, Income Tax, Financial Reporting, State Tax, IRS, Tax Returns, Financial Analysis, Partnership Taxation, Financial Statements, Tax Preparation, Forensic Accounting, Tax Law, Business Valuation, Fixed Assets, Cost Accounting, GAAP, Tax Advisory
Education
LIU Post 1997 — 1999
MST, Taxation
Dowling College 1991 — 1993
MBA, Finance
LIU Post 1981 — 1986
BS, Public Accounting
Grodsky, Caporrino & Kaufman, LLP November 2014 - Present
Margolin, Winer & Evens LLP June 1999 - October 2012
Education
Binghamton University
Mepham
Margolin, Winer & Evens LLP December 1997 - Present
Education
Philadelphia University 1990 — 1994
Bachelor of Science, Accounting
BDO USA, LLP February 2015 - Present
LeFrak March 2014 - February 2015
Berdon LLP September 2011 - March 2014
Fuoco Group November 2009 - September 2011
Margolin, Winer & Evens LLP November 2006 - April 2009
Skills
Financial Reporting, Auditing, QuickBooks, Corporate Tax, GAAP, Tax Preparation, Tax, Accounting, Financial Statements, Partnership Taxation, CPA, Forensic Accounting, General Ledger
Education
LIU Post 2002 — 2006
B.S., Accounting
Grant Thornton LLP July 2006 - Present
Margolin, Winer & Evens LLP October 2004 - June 2006
Dharmesh Parikh & Co 2002 - 2004
Skills
Microsoft Excel, Accounting, Auditing, Financial Reporting, GAAP, Tax, Internal Controls, Financial Analysis, Financial Accounting, Valuation, Private Equity, Due Diligence, QuickBooks, Financial Statements, Tax Preparation, Financial Services, Hedge Funds, Managerial Finance, External Audit, US GAAP
Education
The Institute of Chartered Accountants of India 1996 — 2000
Chartered Accountant, Accounting and Finance
Gujarat University 1995 — 1998
B.Com, Accounting and Finance
Rachana High School 1993 — 1998
Richard A. Finelli, CPA, PC September 2007 - May 2010
Klein, Liebman & Gresen, LLP March 2004 - March 2007
Margolin, Winer & Evens LLP 1998 - 2004
Skills
QuickBooks
Education
Hofstra University 2010 — 2011
M.S., Education, Business Education K-12
Binghamton University 1994 — 1998
B.S., Accounting, Accounting
Klein Liebman & Gresen, LLC 1998 - Present
Long Island University, CW Post Campus September 2010 - February 2014
Gotham Networking 2009 - 2012
Klein, Liebman & Gresen 1998 - 2009
Margolin, Winer & Evens LLP 1989 - 1998
Coopers & Lybrand 1993 - 1995
Skills
Forensic Accounting, Litigation Support, Leadership Development, Accounting, Computer Forensics, Litigation, Business Valuation, Expert Witness, Mediation, Fundraising, Alternative Dispute..., Arbitration, Auditing, CPA, Certified Fraud Examiner, Estate Planning, Finance, Forensic Analysis, Fraud, Trials, Trusts, Valuation, White Collar Criminal...
Education
LIU Post 1989 — 1991
MS, Public Accounting
State University of New York College at Oswego 1983 — 1987
BA, Psychology
The Frick Collection January 1996 - Present
Ernst & Young, LLP October 1992 - January 1996
Margolin, Winer & Evens LLP October 1991 - October 1992
Israeloff, Trattner & Co. August 1989 - October 1991
Arthur Young & Co August 1987 - August 1989
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Public Accounting
Margolin, Winer & Evens LLP July 1996 - October 2012
Skills
Tax Preparation, ProSystem fx Tax
Education
LIU Post 1993 — 1997
LIU Post 1993 — 1997
BA, Accounting
Arrow Electronics February 2007 - Present
Cablevision 2003 - 2007
Deloitte 2001 - 2003
Margolin, Winer & Evens LLP 1999 - 2001
Education
LIU Post
Master of Tax, Tax
Pace University
Bachelor of Science (BS), Accounting
Grant Thornton LLP October 2010 - Present
Huron Consulting Group August 2006 - September 2010
Moodys Investor Services March 2004 - July 2006
Deloitte & Touche September 1999 - March 2004
Margolin, Winer & Evens LLP 1995 - 1999
Skills
US GAAP, IFRS, Accounting, Technical Accounting, SEC filings, SEC reporting, GAAP, Financial Reporting, Audit, Forensic Accounting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Auditing, Internal Controls, Variance Analysis, External Audit, Consolidation, Internal Audit, Financial Services, CPA, Revenue Recognition, Finance, Business Valuation
Education
Northwestern University 1991 — 1995
BA, Economics
Wheatley High School
Farkouh, Furman & Faccio December 2011 - Present
Schwartz & Company LLP December 2009 - November 2011
Margolin, Winer & Evens LLP July 2004 - October 2009
Salomon & Co. CPAs P.C. July 2005 - November 2006
Schwartz & Company LLP 2000 - 2004
Skills
Accounting, Financial Audits, Business Valuation, CPA, CVA, US GAAP, Internal Controls, GAAP, Financial Statements, Income Tax, QuickBooks, Auditing, Tax, Financial Reporting, Corporate Tax, Tax Returns
Education
Hofstra University 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting
Valle Stream Central
Valley Stream Central
Margolin, Winer & Evens LLP September 2001 - Present
Skills
Internal Controls, Corporate Tax, GAAP, Financial Statements, Tax Preparation, Tax, Auditing, CPA, Accounting, Partnership Taxation, US GAAP, Income Tax, Financial Accounting, Financial Reporting, Financial Analysis
Education
LIU Post 1999 — 2001
BS, Accounting
School of Visual Arts February 2012 - Present
Margolin, Winer & Evens LLP December 2007 - February 2012
Sauvigne and Company September 2004 - December 2007
Skills
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, CPA, Financial Statements, Financial Accounting, US GAAP, Financial Analysis, Microsoft Excel, General Ledger, Account Reconciliation
Education
Long Island University, Brooklyn Campus
Bachelor of Science, Accounting
Campus Evolution Villages, LLC September 2013 - Present
Margolin, Winer & Evens LLP July 2011 - September 2013
J.T. Shulman & Co. January 2008 - July 2011
Skills
Tax Preparation, Auditing, QuickBooks, Microsoft Excel, Financial Statements, CCH ProSystem fx, Corporate Tax, Partnership Taxation, ProSystem fx Tax, CPA, Tax, GAAP
Education
State University of New York College at Old Westbury 2007 — 2009
BS, Accounting
Farmingdale State University of New York 2005 — 2007
CYWIAK & COMPANY LLP August 2012 - Present
Margolin, Winer & Evens LLP November 2006 - July 2012
Skills
Tax Returns, Auditing
Education
City University of New York-Brooklyn College 2003 — 2005
Accounting
Douglas Elliman Real Estate October 2014 - Present
MIM Corp. 2010 - July 2014
Preferred Empire Mortgage Company February 2007 - February 2010
Gerson Lehrman Group May 2003 - January 2007
Neuberger Berman August 1999 - April 2003
Arrow Electronics 1999 - 2000
Margolin, Winer & Evens LLP 1996 - 1998
Marks Paneth & Shron LLP 1994 - 1996
Education
New York Institute of Technology 1989 — 1994
BS, Accounting
Margolin, Winer & Evens LLP October 2014 - Present
Margolin, Winer & Evens LLP October 2012 - September 2014
Margolin, Winer & Evens LLP October 2007 - September 2012
Education
Adelphi University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Margolin, Winer & Evens LLP December 2006 - Present
Education
St. John's University 2012 — 2014
Master’s Degree, Taxation
City University of New York-Hunter College 2001 — 2005
BS, Accounting
BDO USA, LLP January 2015 - Present
BDO USA, LLP January 2015 - Present
Buchbinder Tunick & Company LLP June 2011 - December 2014
Buchbinder Tunick & Company LLP January 2009 - June 2011
Margolin, Winer & Evens LLP December 2007 - October 2008
Abrams, Herde and Merkel LLP/ CPA May 2005 - December 2007
Abrams, Herde and Merkel LLP/ CPA June 2001 - May 2005
Skills
ProSystem fx Tax, Tax Preparation, Accounting, Auditing, Financial Accounting, Financial Reporting, GAAP, Internal Controls, CPA, US GAAP, Corporate Tax, SEC filings, Financial Statements, Fixed Assets, General Ledger, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Accounting
Crowe Horwath LLP August 2015 - Present
Crowe Horwath LLP November 2013 - August 2015
PwC December 2011 - November 2013
Margolin, Winer & Evens LLP November 2007 - December 2011
Sauvigne & Co., LLP July 2005 - November 2007
Skills
GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Corporate Tax, Tax Preparation, Tax, Income Tax, Financial Accounting, CPA, Partnership Taxation
Education
Hofstra University 2001 — 2005
Accounting and Finance
Accounting positions July 2013 - Present
Margolin, Winer & Evens LLP October 2004 - July 2013
Marks Paneth & Shron LLP September 2002 - November 2004
Skills
Auditing, General Ledger, Tax, Tax Returns, Income Tax, Employee Benefits, Financial Statements, Accounting, GAAP, Tax Preparation, US GAAP, QuickBooks, CPA, Partnership Taxation, Internal Controls, Corporate Tax, Account Reconciliation, Financial Reporting
Education
Hofstra University 1998 — 2002
BBA, Accounting
Suffolk County Community College 1994 — 1998
AAS, Accounting
High School 1970 — 1974
Regents
Cohen & Company August 2015 - Present
Margolin, Winer & Evens LLP May 2014 - August 2015
EY July 2010 - January 2014
UTC Carrier July 2008 - August 2008
Skills
Accounting, Tax, Microsoft Excel, Account Reconciliation, Financial Services, Income Tax
Education
Binghamton University 2006 — 2010
Binghamton University - School of Management 2006 — 2010
Bachelor of Science, Summa Cum Laude, Accounting
Arrow Electronics February 2007 - Present
Cablevision May 2003 - February 2007
Deloitte July 2001 - May 2003
Arthur Andersen & Co. January 2001 - July 2001
Margolin, Winer & Evens LLP 1999 - 2001
Kass & Jaffe CPA January 1997 - October 1998
Skills
Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounting, Auditing, GAAP, US GAAP, CPA, Corporate Tax, Mergers & Acquisitions, Payroll
Education
LIU Post 2001 — 2003
Masters, Taxation
Pace University - Lubin School of Business 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Grassi & Co. September 2012 - Present
Margolin, Winer & Evens LLP November 2005 - September 2012
Grant Thornton LLP May 1995 - November 2005
PriceWaterhouseCoopers LLP February 1992 - May 1995
Education
Hofstra University 1990 — 1992
MBA, Taxation and Accounting
Adelphi University 1988 — 1990
BBA, Accounting
Nassau Community College 1986 — 1988
AAS, Restaurant Management / Accounting
LeylandAlliance LLC September 2008 - Present
Margolin, Winer & Evens LLP November 2003 - July 2008
Education
Hofstra University 1999 — 2003
BBA, Accounting
Margolin, Winer & Evens LLP
Skills
Excel, Accounting, Quickbooks, Word, Microsoft Office, Outlook, Payroll, Accounts Payable, Accounts Receivable, Tax Preparation
Education
Nassau Community College 1977 — 1979
Associates, Accounting
Margolin, Winer & Evens LLP
Skills
Bookkeeping, Payroll, Accounting, General Ledger, QuickBooks
Education
Hofstra University
BBA, MBA, Accounting, Human Resources Management
Margolin, Winer & Evens LLP TherapistPalomar Family Counseling SvcDecember 2013 - Present
Alliant International University August 2013 - Present
Mental Health Systems June 2013 - Present
Steinway Child & Family Services 2002 - 2005
Education
Alliant International University-San Diego Scripps Ranch 2011 — 2016
PsyD, Couple and Family Therapy. Marriage and Family Therapy
Hofstra University 2008 — 2011
MA, MFT, Marriage and Family Therapy
Institute for Integrative Nutrition 2004 — 2005
Certification, Holistic Health Counseling
New York University 1997 — 2001
B.A., Psychology
Carle Place High School
RXR Realty September 2014 - Present
Samson Management LLC January 2013 - August 2014
Margolin, Winer & Evens LLP February 2008 - October 2012
Sterling Equities 2005 - 2008
New Plan Excel Realty Trust 2003 - 2005
Eisner LLP 1999 - 2003
Skills
Accounting, Due Diligence, Auditing, Account Reconciliation, Budgets, Real Estate, Tax, Leases, Investment Properties, Portfolio Management, Financial Reporting, Management, Tax Preparation, Cash Flow, Valuation, Partnerships, Financial Statements, Tax Returns, US GAAP, Financial Analysis, New Business Development, S Corporations, Private Equity, Financial Modeling, QuickBooks, Corporate Tax, Mergers & Acquisitions, Asset Management, General Ledger, Commercial Real Estate, ProSystem fx Tax, Business Valuation, GAAP, Investments, Accounts Payable
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA in Accounting, Business
Sangam College
Christine Kinhackl, CPA November 2010 - January 2014
Screenvision September 2008 - November 2010
Deloitte November 2006 - September 2008
Ernst & Young December 2003 - November 2006
Margolin, Winer & Evens LLP 1999 - 2001
Schooler, Weinstein, Minsky & Lester P.C. 1995 - 2000
Skills
Sarbanes-Oxley Act, Financial Reporting, SEC filings, Tax Accounting, Internal Controls, Tax, CPA, Corporate Tax, US GAAP, GAAP, Auditing, Tax Advisory, Accounting, Income Tax, Tax Research
Education
City University of New York-Queens College 1988 — 1992
BA, Accounting
JPMorgan Chase April 2007 - Present
Ernst & Young 2002 - 2007
Margolin, Winer & Evens LLP January 2001 - September 2002
Education
Binghamton University - School of Management 1997 — 2000
BA, Accounting
Business Solution Partners June 2004 - Present
Business Solution Partners June 1999 - June 2004
Margolin, Winer & Evens LLP June 1996 - June 1999
Feldman, Radin, & Co. PC 1995 - 1996
Tetra Pak January 1994 - November 1995
Skills
ERP, Great Plains Software, Microsoft Dynamics, Software Documentation, Integration, Microsoft CRM, SharePoint, CRM, Management, Financials, NetSuite, FRx, Project Management, Business Intelligence, Training, SEC filings, Consulting, Business Intelligence..., Microsoft SQL Server, Software Implementation, Business Analysis, Business Process, Analysis, Auditing, Finance, SaaS, Internal Controls, Accounting, NetSuite CRM, Business Process..., Crystal Reports, Professional Services, SSRS, MS Project, Enterprise Software, Curriculum Design, Curriculum Development, Microsoft Excel, BI360, DocuSign, Microsoft Dynamics GP
Education
Brooklyn College
Master's degree, Accounting and Economics
Brooklyn College
Bachelor of Science (BS), Accounting
NetSuite Certified 2012 — 2012
Executive Strategies LLC August 2007 - Present
Village of Great Neck July 2007 - July 2015
Long Island Venture Group 1988 - 2012
Vistage 2004 - 2007
Margolin, Winer & Evens LLP April 1994 - October 2006
Skills
Strategic Planning, Executive Management, Financial Planning, Business Planning, Mergers, Management Consulting, Business Strategy, Executive Coaching, Entrepreneur, Leadership Development, Coaching, Team Building, Wealth Preservation, Strategic Financial..., Entrepreneurship, Small Business, Due Diligence, Strategy, Mergers & Acquisitions, New Business Development, Private Equity, Venture Capital, Management, Restructuring, Start-ups, Marketing, Consulting, Accounting, Investments, Business Development, Strategic Partnerships, Financial Analysis, Real Estate, Portfolio Management, Asset Management, Tax, Finance, Business Valuation, Corporate Development, Valuation, Financial Modeling, Financial Structuring, Managerial Finance, Financial Reporting, Corporate Tax, Strategic Consulting, Auditing, Executive Development, Cash Flow, IPO
Education
New York University 1979 — 1981
MPA, Business &Public Administration
Queens College 1972 — 1974
MA, Urban Studies/Planning
Queens College 1967 — 1971
BA, Political Science
Margolin, Winer & Evens LLP October 2014 - Present
Marcum LLP July 2006 - September 2014
Friedman LLP 2001 - 2006
Skills
GAAP, CPA, US GAAP, Financial Reporting, Internal Controls, SEC Filings, Financial Accounting, Auditing, Accounting, Financial Analysis
Education
Hofstra University 1985 — 1988
Bachelors, Accounting
Hofstra University 1985 — 1988
Bachelors, Accounting
Empire State Realty Trust June 2013 - Present
Margolin, Winer & Evens LLP October 2003 - May 2013
Skills
GAAP, Tax Preparation, CPA, Partnership Taxation, Corporate Tax, Tax, Income Tax, Accounting, Auditing, Financial Reporting, Internal Controls, QuickBooks
Education
Hofstra University 1999 — 2003
B.B.A, Accounting
Margolin, Winer & Evens LLP 2001 - 2008
Skills
Tax Preparation, Income Tax, Tax Returns, Corporate Tax, Tax
Education
City University of New York-Baruch College 1956 — 1960
Bachelor of Business Administration (B.B.A.), Accounting
Victor R Pereboom CPA PC November 1995 - Present
Holtz Rubenstein Reminick LLP 1991 - 1995
Margolin, Winer & Evens LLP 1989 - 1991
Strathmore Organization 1988 - 1989
Holtz Rubenstein Reminick LLP 1981 - 1988
Skills
Tax, Corporate Tax, Income Tax, Tax Research, Tax Preparation, Personal Tax Planning, Tax Returns, International Tax, Partnership Taxation, Accounting
Education
Long Island University, C.W. Post Campus 1982 — 1992
Masters of Science (MS) (2), Accounting; Taxation
Clark University 1971 — 1976
Bachelor of Arts (BA), Psychology
Margolin, Winer & Evens LLP November 2003 - Present
Education
Hofstra University 1999 — 2003
BBA, Accounting
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
McGladrey November 2014 - Present
Deloitte & Touche January 2011 - January 2013
Margolin, Winer & Evens LLP November 2008 - December 2010
Education
Queens College 2006 — 2008
Bachelors of Arts, Accounting
Nassau Community College
Margolin, Winer & Evens LLP January 1989 - Present
Education
LIU Post 1985 — 1988
Master's degree, Accounting
Molloy 1976 — 1980
Bachelor’s Degree, Registered Nursing/Registered Nurse
Margolin, Winer & Evens LLP November 2014 - Present
Merrill Lynch February 2011 - November 2014
Skills
Series 7, Fixed Income, Equities, Alternative Investments, FINRA, Bloomberg, PowerPoint
Education
New York University 2008 — 2011
Bachelor of Arts, Economics and Business
Cross and Crown weekday school October 2010 - Present
Margolin, Winer & Evens LLP May 1999 - August 2005
Economic Opportunity Commission of Nassau County, Inc. 1995 - May 1999
Skills
Curriculum Development, Lesson Planning, Teaching, Educational Leadership, Classroom, Classroom Management, Educational Technology, Tutoring, K-12, Staff Development, Special Education, Public Speaking, Instructional Design
Education
Alfred University 1985 — 1989
Business, Management, Marketing, and Related Support Services
Margolin, Winer & Evens LLP November 2008 - Present
Skills
Tax, Tax Preparation, GAAP, Corporate Tax, CPA, Financial Statements, Income Tax, General Ledger
Education
Adelphi University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Suffolk County Community College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Margolin, Winer & Evens LLP February 2013 - June 2014
Mitchell & Titus, LLP October 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Accounting, Tax Preparation, ProSystem fx Tax, GoSystems, Turbo Tax, Tax Returns
Education
Hofstra University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Ocean Road Advisors, Inc. March 2014 - Present
First Republic Bank July 2011 - December 2013
Margolin, Winer & Evens LLP November 2008 - July 2011
Skills
Financial Reporting, Finance, Financial Analysis, Cash Management, Microsoft Excel, Accounting, Auditing, Financial Modeling, Internal Controls, Account Reconciliation, Settlement, DTC
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
Bachelor of Business Administration (B.B.A.) in Accounting, Accounting
Park Electrochemical Corp August 2007 - Present
Margolin, Winer & Evens LLP August 2004 - May 2007
Fortunoff May 1997 - July 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Fixed Assets, Variance Analysis, Internal Controls, Accruals, Accounting, Auditing, Financial Statements, Financial Analysis, Accounts Payable, Internal Audit
Education
State University of New York at Old Westbury 1999 — 2001
Bachelor's degree, Accounting
Nassau Community College 1996 — 1998
Associate's degree, Accounting
Whiterock Buildings December 2013 - Present
Margolin, Winer & Evens LLP June 2011 - November 2013
Tax Pros USA LTD August 2008 - December 2010
Skills
Tax, Tax Preparation, Corporate Tax, Income Tax, Tax Returns, CPA, Accounting, Partnership Taxation, Financial Reporting, General Ledger, Tax Accounting, Financial Accounting, Account Reconciliation
Education
Brooklyn College 2008 — 2010
Bachelor of Science (BS), Accounting
Margolin, Winer & Evens LLP March 2015 - Present
Marks Paneth & Shron LLP September 2006 - December 2014
Skills
Tax, Income Tax, Tax Returns, Tax Preparation, Corporate Tax, Accounting, QuickBooks
Education
Long Island University, C.W. Post Campus 2004 — 2006
Bachelor of Science (BS), Accounting