Margolin, Winer & Evens LLP
Industry: Company
DescriptionHeadquarters: Garden City, NY
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Margolin, Winer & Evens LLP Employees
Employee
Years
Job
Industry
Daniel Fromm Daniel Fromm's Margolin, Winer & Evens LLP Experience October 2004 - May 2007
Job Tactical Opportunities at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group October 2014 - Present
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2011 - January 2014
JPMorgan Chase February 2008 - January 2011
JPMorgan Chase May 2007 - January 2008
Margolin, Winer & Evens LLP October 2004 - May 2007
Education
State University of New York College at Oneonta 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
The Blackstone Group October 2014 - Present
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2011 - January 2014
JPMorgan Chase February 2008 - January 2011
JPMorgan Chase May 2007 - January 2008
Margolin, Winer & Evens LLP October 2004 - May 2007
Education
State University of New York College at Oneonta 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Christine Brennan-Savino Christine Brennan-Savino's Margolin, Winer & Evens LLP Experience February 2012 - Present
Job HR Director at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP February 2012 - Present
PwC March 2001 - February 2012
PwC 2001 - 2012
Skills
Accounting, Tax, Internal Controls, Financial Reporting, GAAP, Onboarding, CPA, Employee Benefits, Payroll, Employee Relations, Tax Preparation, Financial Analysis, Benefits Administration, Strategic Planning, Business Planning, Restructuring, HR Transformation, Organizational Design, Expatriate Management
Education
New School University 1998 — 2001
Master's degree, Human Resources Management and Services
San Diego State University-California State University 1994 — 1997
Bachelor's degree, Psychology
Oceanside HS
Margolin, Winer & Evens LLP February 2012 - Present
PwC March 2001 - February 2012
PwC 2001 - 2012
Skills
Accounting, Tax, Internal Controls, Financial Reporting, GAAP, Onboarding, CPA, Employee Benefits, Payroll, Employee Relations, Tax Preparation, Financial Analysis, Benefits Administration, Strategic Planning, Business Planning, Restructuring, HR Transformation, Organizational Design, Expatriate Management
Education
New School University 1998 — 2001
Master's degree, Human Resources Management and Services
San Diego State University-California State University 1994 — 1997
Bachelor's degree, Psychology
Oceanside HS
Anthony Incorvaia, CPA Anthony Incorvaia, CPA's Margolin, Winer & Evens LLP Experience May 1986 - January 1991
Job Owner, Incorvaia & Associates LLP "Timely, accurate services that will improve and maximize your financial operations"
Industry Accounting
Experience
Incorvaia & Associates May 1991 - Present
Margolin, Winer & Evens LLP May 1986 - January 1991
Skills
Tax Preparation, Income Tax, Tax, Small Business, QuickBooks, Bookkeeping, Business Advisory, Tax Returns, Corporate Tax, Accounting, Sales Tax, Accountants, Financial Reporting, Payroll Taxes, Financial Accounting, Partnership Taxation, VAT, Auditing, Tax Accounting, General Ledger, Payroll
Education
St. John's University 1985 — 1989
Master of Taxation, Tax Law/Taxation
Saint John's University 1979 — 1982
Bachelor of Science, Accounting
Incorvaia & Associates May 1991 - Present
Margolin, Winer & Evens LLP May 1986 - January 1991
Skills
Tax Preparation, Income Tax, Tax, Small Business, QuickBooks, Bookkeeping, Business Advisory, Tax Returns, Corporate Tax, Accounting, Sales Tax, Accountants, Financial Reporting, Payroll Taxes, Financial Accounting, Partnership Taxation, VAT, Auditing, Tax Accounting, General Ledger, Payroll
Education
St. John's University 1985 — 1989
Master of Taxation, Tax Law/Taxation
Saint John's University 1979 — 1982
Bachelor of Science, Accounting
Harold Jean-Louis Harold Jean-Louis's Margolin, Winer & Evens LLP Experience October 2007 - March 2009
Job CoFounder at Smart Coos
Industry Accounting
Experience
Smart Coos 2014 - Present
J&L Tax, Inc. 2011 - 2013
BST 2009 - 2011
Margolin, Winer & Evens LLP October 2007 - March 2009
O’Neill & Wood, CPA’s October 2006 - October 2007
Syracuse University 2001 - 2005
Syracuse University 2001 - 2005
Skills
Auditing, Accounting, GAAP, Employee Benefits, Internal Audit, QuickBooks, Financial Reporting, US GAAP, Tax Preparation, Financial Statements, Financial Analysis, Internal Controls, Tax, Management, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2005
Bachelor of Science, Double Major Accounting & Finance
Syracuse University
BS, Accounting and Finance
Smart Coos 2014 - Present
J&L Tax, Inc. 2011 - 2013
BST 2009 - 2011
Margolin, Winer & Evens LLP October 2007 - March 2009
O’Neill & Wood, CPA’s October 2006 - October 2007
Syracuse University 2001 - 2005
Syracuse University 2001 - 2005
Skills
Auditing, Accounting, GAAP, Employee Benefits, Internal Audit, QuickBooks, Financial Reporting, US GAAP, Tax Preparation, Financial Statements, Financial Analysis, Internal Controls, Tax, Management, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2005
Bachelor of Science, Double Major Accounting & Finance
Syracuse University
BS, Accounting and Finance
Bonnie Bank Bonnie Bank's Margolin, Winer & Evens LLP Experience January 1993 - Present
Job CPA at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Superior Florist Ltd. October 2004 - Present
Margolin, Winer & Evens LLP January 1993 - Present
Skills
Tax Research, Partnership Taxation, Accounting, QuickBooks, Corporate Tax, GAAP, Income Tax, Tax Preparation, CPA, Tax Returns, Tax, General Ledger, Financial Reporting, Auditing, Cash Flow, Financial Accounting, Financial Statements, Forensic Accounting, Internal Controls, Sarbanes-Oxley Act, Tax Accounting
Education
St. John's University School of Law 1984 — 1988
J.D., Law
Saint John's University 1981 — 1984
B.S., Accounting
Superior Florist Ltd. October 2004 - Present
Margolin, Winer & Evens LLP January 1993 - Present
Skills
Tax Research, Partnership Taxation, Accounting, QuickBooks, Corporate Tax, GAAP, Income Tax, Tax Preparation, CPA, Tax Returns, Tax, General Ledger, Financial Reporting, Auditing, Cash Flow, Financial Accounting, Financial Statements, Forensic Accounting, Internal Controls, Sarbanes-Oxley Act, Tax Accounting
Education
St. John's University School of Law 1984 — 1988
J.D., Law
Saint John's University 1981 — 1984
B.S., Accounting
Peter O'Keeffe Peter O'Keeffe's Margolin, Winer & Evens LLP Experience December 1998 - May 2003
Job Valuation Consultant at Romanzo & Company, LLC
Industry Accounting
Experience
Romanzo & Company, LLC January 2012 - Present
BONADIO & COMPANY, LLP June 2010 - March 2011
ROMANZO & COMPANY CPA, LLC February 2009 - April 2010
BST VALUATION AND LITIGATION ADVISORS, LLC July 2003 - January 2009
Margolin, Winer & Evens LLP December 1998 - May 2003
Internal Revenue Service July 1988 - November 1998
Skills
Auditing, Business Valuation, Accounting, Forensic Accounting, Valuation, Finance, CPA, Asset Management, Litigation Support, Due Diligence, Internal Audit
Education
Siena College 1985 — 1988
B.B.A., Accounting
Romanzo & Company, LLC January 2012 - Present
BONADIO & COMPANY, LLP June 2010 - March 2011
ROMANZO & COMPANY CPA, LLC February 2009 - April 2010
BST VALUATION AND LITIGATION ADVISORS, LLC July 2003 - January 2009
Margolin, Winer & Evens LLP December 1998 - May 2003
Internal Revenue Service July 1988 - November 1998
Skills
Auditing, Business Valuation, Accounting, Forensic Accounting, Valuation, Finance, CPA, Asset Management, Litigation Support, Due Diligence, Internal Audit
Education
Siena College 1985 — 1988
B.B.A., Accounting
Michael Mauro, CPA's Margolin, Winer & Evens LLP Experience December 2011 - Present
Job Audit Senior at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP December 2011 - Present
East Coast Umpires Association May 2007 - June 2011
The Daily Campus September 2006 - May 2010
Skills
Accounting, Financial Reporting, Tax, Auditing, Tax Preparation, CPA, ProSystem fx Tax, CCH ProSystem fx, Corporate Tax, External Audit, Finance, Financial Accounting, Financial Statements, Income Tax, Partnership Taxation, Revenue Recognition, Tax Accounting, Tax Returns, US GAAP
Education
The University of Connecticut 2006 — 2011
Bachelor of Science, Master of Science, Accounting
Margolin, Winer & Evens LLP December 2011 - Present
East Coast Umpires Association May 2007 - June 2011
The Daily Campus September 2006 - May 2010
Skills
Accounting, Financial Reporting, Tax, Auditing, Tax Preparation, CPA, ProSystem fx Tax, CCH ProSystem fx, Corporate Tax, External Audit, Finance, Financial Accounting, Financial Statements, Income Tax, Partnership Taxation, Revenue Recognition, Tax Accounting, Tax Returns, US GAAP
Education
The University of Connecticut 2006 — 2011
Bachelor of Science, Master of Science, Accounting
Richard Rallo Richard Rallo's Margolin, Winer & Evens LLP Experience January 1991 - September 1994
Job Chief Operating Officer at Tunstall Americas
Industry Consumer Services
Experience
Tunstall/American Medical Alert Corp. December 2011 - Present
American Medical Alert Corp. February 2001 - December 2011
Tradewell Inc. May 1997 - January 2001
Connoisseur Communications Partners October 1994 - April 1997
Margolin, Winer & Evens LLP January 1991 - September 1994
Deloitte & Touche August 1986 - December 1990
Skills
Operations Management, Business Process, Process Improvement, Finance, Financial Accounting, Auditing, Financial Analysis, Risk Management, Budgets, Business Planning, Process Engineering, Team Building, Leadership, Business Strategy, Business Intelligence, Risk Assessment, Business Analytics
Education
University of Denver - Daniels College of Business
Bachelor of Science (BS)
Tunstall/American Medical Alert Corp. December 2011 - Present
American Medical Alert Corp. February 2001 - December 2011
Tradewell Inc. May 1997 - January 2001
Connoisseur Communications Partners October 1994 - April 1997
Margolin, Winer & Evens LLP January 1991 - September 1994
Deloitte & Touche August 1986 - December 1990
Skills
Operations Management, Business Process, Process Improvement, Finance, Financial Accounting, Auditing, Financial Analysis, Risk Management, Budgets, Business Planning, Process Engineering, Team Building, Leadership, Business Strategy, Business Intelligence, Risk Assessment, Business Analytics
Education
University of Denver - Daniels College of Business
Bachelor of Science (BS)
Brendan Loud's Margolin, Winer & Evens LLP Experience November 2005 - July 2007
Job Senior Analyst Airport Business Planning at JetBlue Airways
Industry Airlines/Aviation
Experience
JetBlue Airways August 2015 - Present
JetBlue Airways September 2013 - July 2015
JetBlue Airways July 2007 - September 2013
Margolin, Winer & Evens LLP November 2005 - July 2007
Novak Francella LLC June 2002 - November 2005
Skills
Auditing, Budgeting, Internal Controls, Sarbanes-Oxley, Budget Monitoring, Financial Analysis, Financial Accounting, 404 Compliance, Financial Reporting, Internal Audit, Operating Budgets, Budget Forecasts, Accounting, GAAP
Education
University of Scranton 1998 — 2002
Bachelor's degree, Accounting
NYU
Forensic Accounting
JetBlue Airways August 2015 - Present
JetBlue Airways September 2013 - July 2015
JetBlue Airways July 2007 - September 2013
Margolin, Winer & Evens LLP November 2005 - July 2007
Novak Francella LLC June 2002 - November 2005
Skills
Auditing, Budgeting, Internal Controls, Sarbanes-Oxley, Budget Monitoring, Financial Analysis, Financial Accounting, 404 Compliance, Financial Reporting, Internal Audit, Operating Budgets, Budget Forecasts, Accounting, GAAP
Education
University of Scranton 1998 — 2002
Bachelor's degree, Accounting
NYU
Forensic Accounting
Melissa Villa's Margolin, Winer & Evens LLP Experience 2001 - 2003
Job US Finance Manager at Ogilvy CommonHealth Worldwide
Industry Accounting
Experience
Ogilvy CommonHealth Worldwide April 2014 - Present
Deloitte January 2012 - April 2014
J.H. Cohn LLP December 2004 - January 2012
Echo Design Group December 2003 - December 2004
Margolin, Winer & Evens LLP 2001 - 2003
Marks Paneth & Shron LLP February 1999 - August 2001
Lehman Brothers 1997 - 1999
Skills
Auditing, Accounting, Tax, Financial Reporting, General Ledger, GAAP, Corporate Tax, Internal Controls, Forensic Accounting, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, International Tax, SEC filings, US GAAP, External Audit, QuickBooks, Cash Flow, Financial Analysis, CPA, Revenue Recognition
Education
University at Albany, SUNY 1994 — 1997
BS, Accounting
Ogilvy CommonHealth Worldwide April 2014 - Present
Deloitte January 2012 - April 2014
J.H. Cohn LLP December 2004 - January 2012
Echo Design Group December 2003 - December 2004
Margolin, Winer & Evens LLP 2001 - 2003
Marks Paneth & Shron LLP February 1999 - August 2001
Lehman Brothers 1997 - 1999
Skills
Auditing, Accounting, Tax, Financial Reporting, General Ledger, GAAP, Corporate Tax, Internal Controls, Forensic Accounting, Partnership Taxation, Income Tax, Tax Preparation, Tax Returns, Financial Accounting, Financial Statements, International Tax, SEC filings, US GAAP, External Audit, QuickBooks, Cash Flow, Financial Analysis, CPA, Revenue Recognition
Education
University at Albany, SUNY 1994 — 1997
BS, Accounting
Matthew Oster Matthew Oster's Margolin, Winer & Evens LLP Experience May 1997 - May 2001
Job Professional Services Consultant at NetApp
Industry Information Technology and Services
Experience
NetApp October 2014 - Present
ePlus Technology June 2011 - October 2014
Core BTS April 2011 - May 2011
Vicom Computer Services January 2007 - March 2011
Farrell Fritz, P.C. August 2003 - December 2006
Assured Technology February 2003 - August 2003
Kirschman's Furniture December 2001 - June 2002
Margolin, Winer & Evens LLP May 1997 - May 2001
Skills
VMware, NetApp, Microsoft Technologies, SAN, Brocade, vSphere, iSCSI, Servers, Storage, VMware ESX, Storage Area Networks, Data Center, VMware Infrastructure, Active Directory, Firewalls, Disaster Recovery, Citrix, High Availability, NAS, Switches, Cisco Technologies, Microsoft Exchange, Fibre Channel, Troubleshooting, Cloud Computing, DHCP, DNS, Windows Server, Operating Systems
Education
Stony Brook University 1999 — 2001
Bachelor of Arts, Cinema & Cultural Studies
Binghamton University 1996 — 1998
Liberal Arts
NetApp October 2014 - Present
ePlus Technology June 2011 - October 2014
Core BTS April 2011 - May 2011
Vicom Computer Services January 2007 - March 2011
Farrell Fritz, P.C. August 2003 - December 2006
Assured Technology February 2003 - August 2003
Kirschman's Furniture December 2001 - June 2002
Margolin, Winer & Evens LLP May 1997 - May 2001
Skills
VMware, NetApp, Microsoft Technologies, SAN, Brocade, vSphere, iSCSI, Servers, Storage, VMware ESX, Storage Area Networks, Data Center, VMware Infrastructure, Active Directory, Firewalls, Disaster Recovery, Citrix, High Availability, NAS, Switches, Cisco Technologies, Microsoft Exchange, Fibre Channel, Troubleshooting, Cloud Computing, DHCP, DNS, Windows Server, Operating Systems
Education
Stony Brook University 1999 — 2001
Bachelor of Arts, Cinema & Cultural Studies
Binghamton University 1996 — 1998
Liberal Arts
Valerie L. Hamlet, CPA Valerie L. Hamlet, CPA's Margolin, Winer & Evens LLP Experience August 2014 - Present
Job Tax Supervisor at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP August 2014 - Present
Stroock & Stroock & Lavan LLP September 2013 - July 2014
Hamlet CPA Services, PLLC June 2012 - September 2013
Dermody, Burke & Brown, CPAs, LLC May 2010 - May 2012
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2007
Bachelor's Degree, Accounting (CPA track), 3.5 GPA
Margolin, Winer & Evens LLP August 2014 - Present
Stroock & Stroock & Lavan LLP September 2013 - July 2014
Hamlet CPA Services, PLLC June 2012 - September 2013
Dermody, Burke & Brown, CPAs, LLC May 2010 - May 2012
Education
Syracuse University - Martin J. Whitman School of Management 2000 — 2007
Bachelor's Degree, Accounting (CPA track), 3.5 GPA
Amanda Viola, CPA Amanda Viola, CPA's Margolin, Winer & Evens LLP Experience December 2009 - July 2013
Job Senior Accountant at Triumph Learning
Industry Accounting
Experience
Triumph Learning August 2013 - Present
Margolin, Winer & Evens LLP December 2009 - July 2013
Cerini and Associates, LLP June 2008 - August 2008
Skills
GAAP, Tax Preparation, General Ledger, Tax, Auditing, Accounting, Financial Reporting, Financial Statements, Internal Controls, CPA, Corporate Tax, Income Tax, Partnership Taxation, Financial Accounting, Account Reconciliation, Tax Returns, ProSystem fx Tax, Financial Analysis, External Audit
Education
University at Albany, SUNY 2005 — 2009
B.S., Accounting
University at Albany, SUNY 2005 — 2009
B.S., Accounting
Triumph Learning August 2013 - Present
Margolin, Winer & Evens LLP December 2009 - July 2013
Cerini and Associates, LLP June 2008 - August 2008
Skills
GAAP, Tax Preparation, General Ledger, Tax, Auditing, Accounting, Financial Reporting, Financial Statements, Internal Controls, CPA, Corporate Tax, Income Tax, Partnership Taxation, Financial Accounting, Account Reconciliation, Tax Returns, ProSystem fx Tax, Financial Analysis, External Audit
Education
University at Albany, SUNY 2005 — 2009
B.S., Accounting
University at Albany, SUNY 2005 — 2009
B.S., Accounting
Andrew Targovnik, CPRW, CPA Andrew Targovnik, CPRW, CPA's Margolin, Winer & Evens LLP Experience 1988 - 1989
Job Expert Résumé, Cover Letter, ENote & LinkedIn Writer for business professionals & students
Industry Writing and Editing
Experience
Professional Executive Resumes October 2009 - Present
GetInterviews.com 2008 - 2009
Accountant's Choice Personnel 1995 - 2007
Accountants On Call 1992 - 1994
Robert Half International 1989 - 1991
Margolin, Winer & Evens LLP 1988 - 1989
Arthur Andersen & Co 1986 - 1988
Skills
Coaching, Interviewing, Editing, Resume Writing, LinkedIn Writing, Cover Letters
Education
State University of New York at Albany 1982 — 1986
Bachelor of Science (BS), Accounting, cum laude
Plainview High School
Plainview High School
Plainview High School
Professional Executive Resumes October 2009 - Present
GetInterviews.com 2008 - 2009
Accountant's Choice Personnel 1995 - 2007
Accountants On Call 1992 - 1994
Robert Half International 1989 - 1991
Margolin, Winer & Evens LLP 1988 - 1989
Arthur Andersen & Co 1986 - 1988
Skills
Coaching, Interviewing, Editing, Resume Writing, LinkedIn Writing, Cover Letters
Education
State University of New York at Albany 1982 — 1986
Bachelor of Science (BS), Accounting, cum laude
Plainview High School
Plainview High School
Plainview High School
Joseph Meglio, CPA Joseph Meglio, CPA's Margolin, Winer & Evens LLP Experience February 2012 - Present
Job Senior Accountant at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP February 2012 - Present
Albrecht,Viggiano, Zureck & Company, P.C. January 2010 - January 2012
Skills
General Ledger, Tax Preparation, Financial Statements, Auditing, GAAP, US GAAP, CPA, Corporate Tax
Education
Saint Joseph's College 2005 — 2009
Bachelor of Science, Accounting
Margolin, Winer & Evens LLP February 2012 - Present
Albrecht,Viggiano, Zureck & Company, P.C. January 2010 - January 2012
Skills
General Ledger, Tax Preparation, Financial Statements, Auditing, GAAP, US GAAP, CPA, Corporate Tax
Education
Saint Joseph's College 2005 — 2009
Bachelor of Science, Accounting
Steven Watro, CPA Steven Watro, CPA's Margolin, Winer & Evens LLP Experience December 2009 - August 2011
Job Senior Analyst at AMC Networks
Industry Entertainment
Experience
AMC Networks August 2011 - Present
Margolin, Winer & Evens LLP December 2009 - August 2011
University at Albany August 2008 - May 2009
New York Department of Transportation February 2008 - May 2009
Education
University at Albany, SUNY 2008 — 2009
Master of Science (M.S.), Professional Accountancy
University at Albany, SUNY 2004 — 2008
Bachelor of Science (B.S.), Accounting
AMC Networks August 2011 - Present
Margolin, Winer & Evens LLP December 2009 - August 2011
University at Albany August 2008 - May 2009
New York Department of Transportation February 2008 - May 2009
Education
University at Albany, SUNY 2008 — 2009
Master of Science (M.S.), Professional Accountancy
University at Albany, SUNY 2004 — 2008
Bachelor of Science (B.S.), Accounting
Scott Saulino Scott Saulino's Margolin, Winer & Evens LLP Experience October 2011 - Present
Job Audit Senior Manager at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP October 2011 - Present
Skills
Tax, Tax Preparation, GAAP, CPA, Auditing, US GAAP, Partnership Taxation, Income Tax, Corporate Tax, Financial Statements, Internal Controls, ProSystem fx Tax
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting
Margolin, Winer & Evens LLP October 2011 - Present
Skills
Tax, Tax Preparation, GAAP, CPA, Auditing, US GAAP, Partnership Taxation, Income Tax, Corporate Tax, Financial Statements, Internal Controls, ProSystem fx Tax
Education
State University of New York at Albany 1998 — 2002
Bachelor of Science (B.S.), Accounting
Andrew Passanante Andrew Passanante's Margolin, Winer & Evens LLP Experience December 2011 - July 2012
Job Accountant
Industry Accounting
Experience
Kayne Anderson Capital Advisors, L.P. April 2015 - Present
Arise Virtual Solutions Inc. January 2015 - March 2015
Arise Virtual Solutions Inc. September 2012 - January 2015
Margolin, Winer & Evens LLP December 2011 - July 2012
AriZona Iced Tea May 2009 - November 2011
AriZona Iced Tea July 2007 - May 2009
Waldbaums August 2003 - July 2007
Skills
Accounting, Finance, Auditing, QuickBooks, Analysis, Microsoft Excel, Access, Management, PowerPoint, Financial Reporting, Microsoft Word, SAP, JBA, CCH ProSystem fx, ProSystem fx Tax, Oracle, OBIEE, Account Reconciliation, Cash Flow, Financial Statements, GAAP, Yardi
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
BS/MS, Accounting
Kayne Anderson Capital Advisors, L.P. April 2015 - Present
Arise Virtual Solutions Inc. January 2015 - March 2015
Arise Virtual Solutions Inc. September 2012 - January 2015
Margolin, Winer & Evens LLP December 2011 - July 2012
AriZona Iced Tea May 2009 - November 2011
AriZona Iced Tea July 2007 - May 2009
Waldbaums August 2003 - July 2007
Skills
Accounting, Finance, Auditing, QuickBooks, Analysis, Microsoft Excel, Access, Management, PowerPoint, Financial Reporting, Microsoft Word, SAP, JBA, CCH ProSystem fx, ProSystem fx Tax, Oracle, OBIEE, Account Reconciliation, Cash Flow, Financial Statements, GAAP, Yardi
Education
St. John's University, The Peter J. Tobin College of Business 2005 — 2010
BS/MS, Accounting
Thomas Ingenito, CPA, MBA Thomas Ingenito, CPA, MBA's Margolin, Winer & Evens LLP Experience December 2014 - Present
Job Supervisor at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP December 2014 - Present
McGladrey November 2010 - November 2014
McGladrey January 2010 - April 2010
McGladrey & Pullen January 2008 - August 2008
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
M.B.A., Public Accounting
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
B.S., Accounting
Margolin, Winer & Evens LLP December 2014 - Present
McGladrey November 2010 - November 2014
McGladrey January 2010 - April 2010
McGladrey & Pullen January 2008 - August 2008
Education
St. John's University, The Peter J. Tobin College of Business 2009 — 2010
M.B.A., Public Accounting
St. John's University, The Peter J. Tobin College of Business 2005 — 2009
B.S., Accounting
Alexa Ellison Alexa Ellison's Margolin, Winer & Evens LLP Experience November 2014 - Present
Job Staff Accountant at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP November 2014 - Present
Free People June 2012 - February 2015
Publishers Clearing House February 2013 - September 2014
Kenwal Day Camp June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Analysis
Education
State University of New York College at Old Westbury 2012 — 2014
Master of Science (MS), Accounting, 3.48
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Communications and Business Administration, 3.24
Margolin, Winer & Evens LLP November 2014 - Present
Free People June 2012 - February 2015
Publishers Clearing House February 2013 - September 2014
Kenwal Day Camp June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Analysis
Education
State University of New York College at Old Westbury 2012 — 2014
Master of Science (MS), Accounting, 3.48
State University of New York at Albany 2008 — 2012
Bachelor of Arts (BA), Communications and Business Administration, 3.24
John Flynn, CPA John Flynn, CPA's Margolin, Winer & Evens LLP Experience October 2003 - August 2006
Job Senior Accountant at MIO(McKinsey Investment Office) Partners
Industry Accounting
Experience
MIO Partners June 2011 - Present
G&S Fund Services June 2010 - May 2011
Anchin, Block & Anchin LLP September 2006 - February 2010
Margolin, Winer & Evens LLP October 2003 - August 2006
BDO Seidman, LLP August 2005 - December 2005
Education
University at Albany, SUNY 1999 — 2003
MS, Accounting
MIO Partners June 2011 - Present
G&S Fund Services June 2010 - May 2011
Anchin, Block & Anchin LLP September 2006 - February 2010
Margolin, Winer & Evens LLP October 2003 - August 2006
BDO Seidman, LLP August 2005 - December 2005
Education
University at Albany, SUNY 1999 — 2003
MS, Accounting
Jeanmarie Barrella's Margolin, Winer & Evens LLP Experience December 2013 - Present
Job Senior Accountant at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2015 - Present
Margolin, Winer & Evens LLP December 2013 - Present
Eastern Wholesale Fence June 2011 - September 2013
MPR Farms December 2009 - September 2011
Skills
Outlook, Excel, PowerPoint, Word, Accounting, Journal Entries, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, GAAP, Financial Analysis, Spreadsheets, QuickBooks, Auditing, Finance, Invoicing, Microsoft Excel, Microsoft Word
Education
St. Joseph's College 2014 — 2015
Advanced Certificate in Human Resources, Human Resources Development
Saint Joseph's College 2011 — 2013
Bachelor of Science, Accounting, 3.9
Suffolk County Community College 2010 — 2011
Accounting, 4.0
Marcum LLP July 2015 - Present
Margolin, Winer & Evens LLP December 2013 - Present
Eastern Wholesale Fence June 2011 - September 2013
MPR Farms December 2009 - September 2011
Skills
Outlook, Excel, PowerPoint, Word, Accounting, Journal Entries, Accounts Payable, Account Reconciliation, Accounts Receivable, Financial Statements, GAAP, Financial Analysis, Spreadsheets, QuickBooks, Auditing, Finance, Invoicing, Microsoft Excel, Microsoft Word
Education
St. Joseph's College 2014 — 2015
Advanced Certificate in Human Resources, Human Resources Development
Saint Joseph's College 2011 — 2013
Bachelor of Science, Accounting, 3.9
Suffolk County Community College 2010 — 2011
Accounting, 4.0
Eric Silver, CPA, CFE Eric Silver, CPA, CFE's Margolin, Winer & Evens LLP Experience December 2010 - November 2011
Job Audit Senior, Deloitte & Touche
Industry Accounting
Experience
Deloitte November 2011 - Present
Margolin, Winer & Evens LLP December 2010 - November 2011
University at Albany August 2008 - May 2010
Skills
Auditing, Financial Reporting, Accounting, US GAAP, Private Equity, Financial Analysis, SEC filings, Internal Controls, Audit, DCF Valuation, Enterprise Valuation, Valuation Modeling, Financial Statements, CPA, Corporate Tax, Real Estate, Commercial Real Estate, GAAP, Financial Accounting, Financial Modeling, PCAOB standards
Education
State University of New York at Albany 2008 — 2010
Master of Science, Accounting, 3.84
Deloitte November 2011 - Present
Margolin, Winer & Evens LLP December 2010 - November 2011
University at Albany August 2008 - May 2010
Skills
Auditing, Financial Reporting, Accounting, US GAAP, Private Equity, Financial Analysis, SEC filings, Internal Controls, Audit, DCF Valuation, Enterprise Valuation, Valuation Modeling, Financial Statements, CPA, Corporate Tax, Real Estate, Commercial Real Estate, GAAP, Financial Accounting, Financial Modeling, PCAOB standards
Education
State University of New York at Albany 2008 — 2010
Master of Science, Accounting, 3.84
Dennis Dijanic Dennis Dijanic's Margolin, Winer & Evens LLP Experience October 1995 - Present
Job Partner at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP October 1995 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
Bachelor, Accounting
Margolin, Winer & Evens LLP October 1995 - Present
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 1996
Bachelor, Accounting
Craig Siegel, CPA Craig Siegel, CPA's Margolin, Winer & Evens LLP Experience 2005 - 2010
Job Director of Accounting at BuzzFeed
Industry Internet
Experience
BuzzFeed September 2013 - Present
Salesforce August 2012 - August 2013
Buddy Media (acquired by Salesforce) January 2011 - August 2012
Margolin, Winer & Evens LLP 2005 - 2010
Skills
Financial Statements, Start-ups, Salesforce.com, Mergers & Acquisitions, Tax Preparation, Management, Microsoft Excel, CPA, QuickBooks, Revenue Recognition, US GAAP, Acquisition Integration, Internal Control..., NetSuite, Cloud Computing, SaaS, New Media, Monthly Close Process, Software Revenue..., Sales & Use Tax..., Consolidated Reporting, General Ledger..., Audit Management, International Expansion, Analytic Reporting, Avalara/Avatax, Budget Forecasts, Cash Management, Concur, CapMx/Solium, Financial Software..., International..., VDA, Paychex
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (BS), Accounting
BuzzFeed September 2013 - Present
Salesforce August 2012 - August 2013
Buddy Media (acquired by Salesforce) January 2011 - August 2012
Margolin, Winer & Evens LLP 2005 - 2010
Skills
Financial Statements, Start-ups, Salesforce.com, Mergers & Acquisitions, Tax Preparation, Management, Microsoft Excel, CPA, QuickBooks, Revenue Recognition, US GAAP, Acquisition Integration, Internal Control..., NetSuite, Cloud Computing, SaaS, New Media, Monthly Close Process, Software Revenue..., Sales & Use Tax..., Consolidated Reporting, General Ledger..., Audit Management, International Expansion, Analytic Reporting, Avalara/Avatax, Budget Forecasts, Cash Management, Concur, CapMx/Solium, Financial Software..., International..., VDA, Paychex
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (BS), Accounting
Jalal Pirzada, CPA, MS Jalal Pirzada, CPA, MS's Margolin, Winer & Evens LLP Experience May 2008 - April 2009
Job Assurance Manager at Price Waterhouse Coopers
Industry Accounting
Experience
Pricewaterhousecoopers January 2011 - Present
RBC Capital Markets July 2009 - December 2010
Margolin, Winer & Evens LLP May 2008 - April 2009
KPMG July 2003 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2003
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1998 — 2001
BS, Accounting
Islamabad School of Arts and Sciences 1996 — 1998
O Levels
Pricewaterhousecoopers January 2011 - Present
RBC Capital Markets July 2009 - December 2010
Margolin, Winer & Evens LLP May 2008 - April 2009
KPMG July 2003 - April 2008
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2003
MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1998 — 2001
BS, Accounting
Islamabad School of Arts and Sciences 1996 — 1998
O Levels
William B. Perri - CPA's Margolin, Winer & Evens LLP Experience 2000 - 2002
Job Fixed Income Accounting & Reporting
Industry Capital Markets
Experience
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
Matt Singer, EA's Margolin, Winer & Evens LLP Experience 1995 - 1998
Job Co Owner at Color Me Healthy Fitness
Industry Health, Wellness and Fitness
Experience
Color Me Healthy Fitness January 2015 - Present
Self Employed 2010 - Present
NCH Healthcare System June 2009 - Present
Chico's FAS, Inc April 2005 - January 2009
Lenox Hill Hospital September 2002 - April 2005
ISH, Inc. June 2001 - September 2002
netASPx (formerly USC and Balrae/USC) 1998 - 2001
Margolin, Winer & Evens LLP 1995 - 1998
GoodTimes Entertainment August 1994 - November 1995
Arthur Andersen LLP September 1992 - August 1994
Skills
Lawson, Accounting, SAP, Tax, Accounts Receivable, Accounts Payable, ERP, Process Improvement, Crystal Reports, Documentation, Business Analysis, Financial Reporting, Healthcare, Microsoft Office, Excel, Project Implementation, Retail, General Ledger, Visio, Analysis, Human Resources, Access, Microsoft Excel, Software Documentation, Finance, Project Management, Payroll, Budgets, Business Process..., QuickBooks, Financial Analysis, Sarbanes-Oxley Act, Time Management, Tax Preparation
Education
State University of New York at Albany 1988 — 1992
BS, Accounting
University at Albany, SUNY 1988 — 1992
BS, Accounting
Color Me Healthy Fitness January 2015 - Present
Self Employed 2010 - Present
NCH Healthcare System June 2009 - Present
Chico's FAS, Inc April 2005 - January 2009
Lenox Hill Hospital September 2002 - April 2005
ISH, Inc. June 2001 - September 2002
netASPx (formerly USC and Balrae/USC) 1998 - 2001
Margolin, Winer & Evens LLP 1995 - 1998
GoodTimes Entertainment August 1994 - November 1995
Arthur Andersen LLP September 1992 - August 1994
Skills
Lawson, Accounting, SAP, Tax, Accounts Receivable, Accounts Payable, ERP, Process Improvement, Crystal Reports, Documentation, Business Analysis, Financial Reporting, Healthcare, Microsoft Office, Excel, Project Implementation, Retail, General Ledger, Visio, Analysis, Human Resources, Access, Microsoft Excel, Software Documentation, Finance, Project Management, Payroll, Budgets, Business Process..., QuickBooks, Financial Analysis, Sarbanes-Oxley Act, Time Management, Tax Preparation
Education
State University of New York at Albany 1988 — 1992
BS, Accounting
University at Albany, SUNY 1988 — 1992
BS, Accounting
David DiPaolo's Margolin, Winer & Evens LLP Experience 2002 - 2004
Job Controller Investment Performance Group at Clarion Partners
Industry Accounting
Experience
Clarion Partners LLC October 2006 - Present
Price Waterhouse Coopers 2004 - 2006
Margolin, Winer & Evens LLP 2002 - 2004
PKF, CPAs, PC 2000 - 2002
Education
St. Francis College 1997 — 2000
BS, Major: Accounting Minor: Economics/Finance
Clarion Partners LLC October 2006 - Present
Price Waterhouse Coopers 2004 - 2006
Margolin, Winer & Evens LLP 2002 - 2004
PKF, CPAs, PC 2000 - 2002
Education
St. Francis College 1997 — 2000
BS, Major: Accounting Minor: Economics/Finance
Dan Sharon's Margolin, Winer & Evens LLP Experience September 1998 - October 1999
Job Director of Financial Aid at Monroe College
Industry Education Management
Experience
Monroe College July 2006 - Present
Dan Sharon, CPA January 1992 - Present
George Little Management August 2002 - May 2006
Goldstein Golub Kessler 1999 - 2002
Margolin, Winer & Evens LLP September 1998 - October 1999
PKF November 1996 - June 1998
Skills
Student Financial Aid, Admissions, Higher Education, Public Speaking, Staff Development, Teaching, PowerPoint, Research, Program Development, Resume Writing, Career Counseling, Access, Fundraising, Leadership, Financial Analysis
Education
University at Albany, SUNY 1992 — 1996
Bronx HS of Science 1988 — 1992
Monroe College July 2006 - Present
Dan Sharon, CPA January 1992 - Present
George Little Management August 2002 - May 2006
Goldstein Golub Kessler 1999 - 2002
Margolin, Winer & Evens LLP September 1998 - October 1999
PKF November 1996 - June 1998
Skills
Student Financial Aid, Admissions, Higher Education, Public Speaking, Staff Development, Teaching, PowerPoint, Research, Program Development, Resume Writing, Career Counseling, Access, Fundraising, Leadership, Financial Analysis
Education
University at Albany, SUNY 1992 — 1996
Bronx HS of Science 1988 — 1992
Debra Gonzalez's Margolin, Winer & Evens LLP Experience October 1990 - March 1993
Job Executive Director Practice Management
Industry Hospital & Health Care
Experience
McKesson December 2012 - Present
Pediatric Health Alliance, LLC January 1998 - Present
Gevity March 1996 - January 1998
Canada Dry Bottling Company of NY March 1993 - March 1996
Margolin, Winer & Evens LLP October 1990 - March 1993
Education
Seton Hall University 2003 — 2005
MHA, Health Care Administration
University at Albany, SUNY 1986 — 1990
BS, Accounting
McKesson December 2012 - Present
Pediatric Health Alliance, LLC January 1998 - Present
Gevity March 1996 - January 1998
Canada Dry Bottling Company of NY March 1993 - March 1996
Margolin, Winer & Evens LLP October 1990 - March 1993
Education
Seton Hall University 2003 — 2005
MHA, Health Care Administration
University at Albany, SUNY 1986 — 1990
BS, Accounting
Chung-Yeh Hsu's Margolin, Winer & Evens LLP Experience 2004 - 2007
Job CYH Accounting Services Corp.
Industry Accounting
Experience
CYH Accounting Services Corp. 2009 - Present
Friedman LLP 2007 - 2009
Margolin, Winer & Evens LLP 2004 - 2007
Skills
Tax Preparation, Bookkeeping, Quickbooks, Corporate Tax, Income Tax, Partnership Taxation, General Ledger, Journal Entries, Financial Statements, Account Reconciliation, Fixed Assets, Cash Flow, Sales Tax, Small Business, Microsoft Excel, S Corporations, Accruals, Payroll, ProSystem fx Tax, Accounts Receivable, Bank Reconciliation, IRS, Payroll Taxes, Tax Accounting, QuickBooks, GAAP, Tax
Education
State University of New York College at Old Westbury
CYH Accounting Services Corp. 2009 - Present
Friedman LLP 2007 - 2009
Margolin, Winer & Evens LLP 2004 - 2007
Skills
Tax Preparation, Bookkeeping, Quickbooks, Corporate Tax, Income Tax, Partnership Taxation, General Ledger, Journal Entries, Financial Statements, Account Reconciliation, Fixed Assets, Cash Flow, Sales Tax, Small Business, Microsoft Excel, S Corporations, Accruals, Payroll, ProSystem fx Tax, Accounts Receivable, Bank Reconciliation, IRS, Payroll Taxes, Tax Accounting, QuickBooks, GAAP, Tax
Education
State University of New York College at Old Westbury
Jacqueline Rehak's Margolin, Winer & Evens LLP Experience August 2006 - Present
Job Tax Manager at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP August 2006 - Present
Skills
Tax Preparation, ProSystem fx Tax, Partnership Taxation, Tax, Corporate Tax, CPA, Income Tax, Tax Returns, Accounting, QuickBooks
Education
St. John's University 2000 — 2005
Master's degree, Taxation
St. John's University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Margolin, Winer & Evens LLP August 2006 - Present
Skills
Tax Preparation, ProSystem fx Tax, Partnership Taxation, Tax, Corporate Tax, CPA, Income Tax, Tax Returns, Accounting, QuickBooks
Education
St. John's University 2000 — 2005
Master's degree, Taxation
St. John's University 2000 — 2004
Bachelor of Science (B.S.), Accounting
Kimberly Alarcon Elardo's Margolin, Winer & Evens LLP Experience November 2006 - September 2010
Job Marketing Manager at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP August 2014 - Present
Public Relations Professionals of Long Island July 2008 - Present
Alcott HR October 2010 - July 2014
Margolin, Winer & Evens LLP November 2006 - September 2010
Hotel on Rivington December 2005 - November 2006
The Focus Room October 2004 - December 2005
Skills
Event Planning and..., Social Media Marketing, Internal and External..., Marketing Strategy, Public Relations, Market Research, Corporate Fundraising, Email Marketing, Marketing Communications, Social Networking, Community Relations, Corporate Social Media, Digital Marketing, Direct Marketing, Corporate Communications, Community Outreach, Sales Process, Proposal Support, Proposal Generation, Corporate Events, Event Planning, Marketing, Media Relations, B2B, Copywriting, B2B Marketing, Public Speaking, Press Releases, New Business Development, Newsletters, Brand Development, Market Planning, Marketing Management, Strategic Communications, Brand Awareness, Event Management, Integrated Marketing, Lead Generation, Community Development, Advertising, Social Media, Publicity, Online Marketing, Corporate Branding, Internal Communications, Business Planning, Fundraising, Trade Shows, Account Management
Education
State University of New York College at Oswego 1999 — 2003
BA, Communication Studies
Newtown High School 1995 — 1999
Business
Anchin, Block & Anchin LLP August 2014 - Present
Public Relations Professionals of Long Island July 2008 - Present
Alcott HR October 2010 - July 2014
Margolin, Winer & Evens LLP November 2006 - September 2010
Hotel on Rivington December 2005 - November 2006
The Focus Room October 2004 - December 2005
Skills
Event Planning and..., Social Media Marketing, Internal and External..., Marketing Strategy, Public Relations, Market Research, Corporate Fundraising, Email Marketing, Marketing Communications, Social Networking, Community Relations, Corporate Social Media, Digital Marketing, Direct Marketing, Corporate Communications, Community Outreach, Sales Process, Proposal Support, Proposal Generation, Corporate Events, Event Planning, Marketing, Media Relations, B2B, Copywriting, B2B Marketing, Public Speaking, Press Releases, New Business Development, Newsletters, Brand Development, Market Planning, Marketing Management, Strategic Communications, Brand Awareness, Event Management, Integrated Marketing, Lead Generation, Community Development, Advertising, Social Media, Publicity, Online Marketing, Corporate Branding, Internal Communications, Business Planning, Fundraising, Trade Shows, Account Management
Education
State University of New York College at Oswego 1999 — 2003
BA, Communication Studies
Newtown High School 1995 — 1999
Business
Shushan Yu, MBA CPA's Margolin, Winer & Evens LLP Experience November 2007 - November 2008
Job Experienced Internal Control Compliance Auditor Specialized in SOX Auditing (COSO / COBIT)
Industry Financial Services
Experience
Markel Insurance Company of Canada March 2010 - Present
Deloitte & Touche February 2009 - October 2009
Margolin, Winer & Evens LLP November 2007 - November 2008
Bristol-Myers Squibb 2006 - 2007
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
Masters, Accounting and Finance
Markel Insurance Company of Canada March 2010 - Present
Deloitte & Touche February 2009 - October 2009
Margolin, Winer & Evens LLP November 2007 - November 2008
Bristol-Myers Squibb 2006 - 2007
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2006
Masters, Accounting and Finance
Eli Zahab's Margolin, Winer & Evens LLP Experience November 2007 - October 2010
Job Senior Accountant at LM Cohen & Company
Industry Accounting
Experience
L.M. Cohen & Company October 2010 - Present
Margolin, Winer & Evens LLP November 2007 - October 2010
Leshkowitz & Company January 2007 - October 2007
EZ Sales Consulting September 2004 - December 2006
Aqua Extreme February 2004 - September 2004
Education
Touro College 2005 — 2007
Bachelor
L.M. Cohen & Company October 2010 - Present
Margolin, Winer & Evens LLP November 2007 - October 2010
Leshkowitz & Company January 2007 - October 2007
EZ Sales Consulting September 2004 - December 2006
Aqua Extreme February 2004 - September 2004
Education
Touro College 2005 — 2007
Bachelor
Andra Mallah's Margolin, Winer & Evens LLP Experience July 2005 - October 2009
Job Audit Manager at Katz Bloom & Schon CPAs LLC
Industry Accounting
Experience
Katz Bloom & Schon CPAs LLC January 2010 - November 2014
Margolin, Winer & Evens LLP July 2005 - October 2009
Miller Ellin Company LLP December 1999 - July 2005
Leipziger & Breskin LLP November 1996 - December 1999
Skills
Tax, Partnership Taxation, Financial Analysis, Auditing, Financial Statements, Financial Reporting, Accounting, Income Tax
Education
University of Delaware
University of Delaware - Lerner College of Business and Economics
B.S, Accounting
Katz Bloom & Schon CPAs LLC January 2010 - November 2014
Margolin, Winer & Evens LLP July 2005 - October 2009
Miller Ellin Company LLP December 1999 - July 2005
Leipziger & Breskin LLP November 1996 - December 1999
Skills
Tax, Partnership Taxation, Financial Analysis, Auditing, Financial Statements, Financial Reporting, Accounting, Income Tax
Education
University of Delaware
University of Delaware - Lerner College of Business and Economics
B.S, Accounting
Benjamin Varghese, CPA's Margolin, Winer & Evens LLP Experience June 2007 - April 2010
Job Financial Controller at BBC Worldwide Americas
Industry Media Production
Experience
BBC Worldwide April 2015 - Present
BBC Worldwide February 2012 - March 2015
BBC Worldwide May 2010 - January 2012
Margolin, Winer & Evens LLP June 2007 - April 2010
J.T.Shulman & Company P.C. June 2005 - May 2007
Skills
Financial Reporting, Accounting, Tax, GAAP, Internal Controls, Financial Accounting, Account Reconciliation, Cash Flow, US GAAP, Financial Statements, Sarbanes-Oxley Act, Financial Audits, General Ledger, Managerial Finance, Variance Analysis
Education
University at Buffalo
Bachelor's Degree, Accounting
BBC Worldwide April 2015 - Present
BBC Worldwide February 2012 - March 2015
BBC Worldwide May 2010 - January 2012
Margolin, Winer & Evens LLP June 2007 - April 2010
J.T.Shulman & Company P.C. June 2005 - May 2007
Skills
Financial Reporting, Accounting, Tax, GAAP, Internal Controls, Financial Accounting, Account Reconciliation, Cash Flow, US GAAP, Financial Statements, Sarbanes-Oxley Act, Financial Audits, General Ledger, Managerial Finance, Variance Analysis
Education
University at Buffalo
Bachelor's Degree, Accounting
Lawrence Lioz's Margolin, Winer & Evens LLP Experience PartnerMargolin, Winer & Evens LLPOctober 1987 - Present
Job Partner at Margolin, Winer & Evens LLP
Industry Accounting
Experience
Margolin, Winer & Evens LLP PartnerMargolin, Winer & Evens LLPOctober 1987 - Present
Education
University at Albany, SUNY 1963 — 1967
BS, Accounting
Margolin, Winer & Evens LLP PartnerMargolin, Winer & Evens LLPOctober 1987 - Present
Education
University at Albany, SUNY 1963 — 1967
BS, Accounting
Michael D Mercer CPA's Margolin, Winer & Evens LLP Experience January 2003 - November 2003
Job Chief Financial Officer at Axonic Capital LLC
Industry Financial Services
Experience
Axonic Capital LLC January 2011 - Present
Cedar Hill Capital Partners January 2008 - January 2011
Savannah Baltimore Capital Management October 2006 - January 2008
Basswood Partners June 2005 - October 2006
Ernst & Young November 2003 - June 2005
Margolin, Winer & Evens LLP January 2003 - November 2003
Andersen LLP June 2001 - August 2001
Education
State University of New York at Buffalo - School of Management 1997 — 2002
Bachelor of Science, Business and Administration; Accounting Accounting
University at Buffalo 1997 — 2001
BS, Accounting
Southampton High School
Axonic Capital LLC January 2011 - Present
Cedar Hill Capital Partners January 2008 - January 2011
Savannah Baltimore Capital Management October 2006 - January 2008
Basswood Partners June 2005 - October 2006
Ernst & Young November 2003 - June 2005
Margolin, Winer & Evens LLP January 2003 - November 2003
Andersen LLP June 2001 - August 2001
Education
State University of New York at Buffalo - School of Management 1997 — 2002
Bachelor of Science, Business and Administration; Accounting Accounting
University at Buffalo 1997 — 2001
BS, Accounting
Southampton High School
James Treanor's Margolin, Winer & Evens LLP Experience 1996 - 1998
Job Controller at The Family Office
Industry Venture Capital & Private Equity
Experience
The Family Office May 2013 - Present
New York City Housing Authority November 2012 - April 2013
Landmark Banyan 2006 - 2011
MetLife 2002 - 2006
Arthur Andersen 1998 - 2002
Margolin, Winer & Evens LLP 1996 - 1998
Skills
Financial Analysis, Investments, Asset Managment, Start-ups, Accounting, Finance, Real Estate, Budgets, Strategic Planning, Investment Properties, Real Estate Transactions, Private Equity, Due Diligence, Financial Modeling, Valuation, Asset Management, Financial Reporting, Corporate Finance, GAAP, Strategic Financial..., Auditing
Education
SUNY Albany 1991 — 1995
Bachelor of Science (BS), Accounting
The Family Office May 2013 - Present
New York City Housing Authority November 2012 - April 2013
Landmark Banyan 2006 - 2011
MetLife 2002 - 2006
Arthur Andersen 1998 - 2002
Margolin, Winer & Evens LLP 1996 - 1998
Skills
Financial Analysis, Investments, Asset Managment, Start-ups, Accounting, Finance, Real Estate, Budgets, Strategic Planning, Investment Properties, Real Estate Transactions, Private Equity, Due Diligence, Financial Modeling, Valuation, Asset Management, Financial Reporting, Corporate Finance, GAAP, Strategic Financial..., Auditing
Education
SUNY Albany 1991 — 1995
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY