Massachusetts Society of CPAs, Inc.
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Massachusetts Society of CPAs, Inc. Employees
BlumShapiro September 2014 - Present
Bentley University April 2014 - Present
Bentley University November 2012 - Present
Massachusetts Society of CPAs, Inc. 1986 - Present
BizDev Results, Inc. November 2012 - June 2014
Candeos June 2001 - September 2012
Raytheon NCS 2007 - 2011
SAP 2005 - 2007
Rotary International 2003 - 2006
Carroll Center for the Blind 2000 - 2006
Skills
Project Management, Process Improvement, E-Learning, Training and Development, Microsoft Dynamics, SAP Business One, Epicor, Six Sigma, Finance Compliance, New Business Development
Education
Bentley University 1976 — 1980
Bachelor of Science, Accounting
Northeastern University 2010 — 2011
Masters, Technology Commercialization
Jenczyk and Calzini CPAs November 2014 - Present
Massachusetts Society of CPAs, Inc. September 2013 - Present
Massachusetts chapter of the American Parkinson's Disease Association November 2012 - Present
Gander Brook Christian Camp September 1992 - Present
DiCicco, Gulman & Company December 2003 - November 2014
Toscano and Ardito, PC April 1988 - November 2003
Skills
Auditing, Retail, Real Estate, Professional Services, Accounting, Management Accounting, Financial Reporting, Income Tax, Tax, Corporate Tax, Wholesale, Tax Preparation, Financial Accounting, Financial Statements, Internal Controls, GAAP, General Ledger, Assurance Engagements, Not for Profit, Foundations, Audits of Employee..., Financial Audits, Small Business, Construction, Partnership Taxation, Financial Analysis, Tax Accounting, CPA, S Corporations, Fixed Assets, Revenue Recognition, High Net Worth..., Cash Flow, Sarbanes-Oxley Act, Tax Research, Strategic Financial..., Tax Returns, US GAAP, QuickBooks, Personal Tax Planning, Business Valuation, Due Diligence, Assurance, Mergers & Acquisitions, Financial Planners, Internal Audit, Finance, Trusts, Profx
Education
University of Massachusetts Lowell 1983 — 1988
Littleton High School
Shirleyann Soltys CPA PC August 2011 - Present
Massachusetts Society of CPAs, Inc. April 2013 - Present
New England Franchise Association April 2013 - Present
BNI April 2013 - Present
Courage to Cure, Inc. July 2013 - November 2013
Boston Women Connect June 2013 - November 2013
Make Some Noise: Cure Kids Cancer, Inc. - Boston January 2013 - June 2013
The Center for Professional Education Incorporated May 2010 - December 2012
BNI May 2010 - September 2011
Wexler & Associates PC August 2009 - August 2011
Skills
Tax Accounting, General Ledger, Small Business, State Taxation, Tax Return Preparation, Tax, Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Compliance, Quickbooks, Excel, Strategic Planning, Income Tax, Tax Compliance, Microsoft Excel, Financial Analysis, Budgets, QuickBooks, Corporate Tax Planning
Education
Bentley University 1989 — 1993
Bachelor of Science, Accountancy
Massachusetts Society of CPAs, Inc. October 2013 - Present
Massachusetts Society of CPAs, Inc. June 2011 - October 2013
ML Strategies, LLC 2000 - 2003
Skills
Non-profits, Public Relations, Event Management, Nonprofits
Education
Melrose High school
University of Massachusetts Boston
Massachusetts Taxpayers Foundation February 2015 - Present
Massachusetts Society of CPAs, Inc. January 2014 - January 2015
Fidelity Investments January 2012 - January 2014
Associated Industries of Massachusetts September 1998 - December 2011
Bankd of New England 1987 - 1989
Education
Suffolk University Law School
Juris Doctor (J.D.), law, cum laude
Tufts University
Bachelor of Arts (B.A.), Political Science
Massachusetts Society of CPAs, Inc. January 2015 - Present
Massachusetts Society of CPAs, Inc. February 2010 - Present
Be Bright Pink May 2010 - Present
Boston Red Sox April 2009 - Present
Town of Wellesley January 2009 - February 2010
Thompson Island Outward Bound January 2008 - November 2008
Boston's Weekly Dig June 2007 - February 2008
Healthworks Fitness Centers for Women June 2006 - June 2007
American Cancer Society May 2005 - June 2006
Skills
Event Planning, Marketing Communications, Sponsorship Sales, New Business Development, Event Management, Public Speaking, Volunteer Management, Marketing, Press Releases, Advertising, Fundraising, Email Marketing
Education
Clark University 2001 — 2005
BA, History
Massachusetts Society of CPAs, Inc. March 2015 - Present
MA Society of Certified Public Accountants June 2008 - Present
MA Society of Certified Public Accountants January 2006 - May 2008
MA Society of Certified Public Accountants July 2002 - January 2006
Skills
Non-profits, Event Planning, Social Media, Public Speaking, Strategic Planning, E-mail Marketing, Media Relations, Email Marketing, Public Relations, Newsletters, Marketing Communications, Social Media Marketing
Education
Marist College 1998 — 2002
Bachelor of Arts (B.A.), School of Communication and the Arts - Public Relations Focus
North Reading High School 1994 — 1998
Weymouth Bank September 1991 - Present
The Co-operative Central Bank September 2011 - Present
Bankers Bank Northeast September 2009 - Present
Massachusetts Society of CPAs, Inc. 2000 - 2002
Parent McLaughlin & Nangle 1987 - 1991
Skills
Loans, Marketing, Financial Services, Commercial Lending, Banking
Education
New England School of Law 1991 — 1995
Juris Doctor (J.D.), Law
University of Massachusetts Lowell 1984 — 1986
BS, Accounting
Merrimack College 1982 — 1984
Accounting
Massachusetts Society of CPAs, Inc. October 2012 - Present
Massachusetts Society of CPAs, Inc. October 2010 - October 2012
RDW Group September 2007 - October 2010
Skills
Social Media, Social Media Marketing, Marketing Communications, Public Relations, Marketing, Event Planning, Media Relations, Copy Editing, Copywriting
Education
Roger Williams University 2004 — 2008
Bachelor of Arts, Communications (Public Relations) Summa Cum Laude
CAE Insights September 2013 - Present
SHRM (Society for Human Resource Management) 2005 - 2013
No CA HR Assn (NCHRA) 1994 - 2005
Risk Management Assn (RMA) 1993 - 1994
New York State Society of CPAs 1984 - 1993
Massachusetts Society of CPAs, Inc. 1979 - 1984
Skills
Leadership Development, Policy, Organizational..., Non-profits, Employee Relations, Performance Management, Recruiting, Coaching, Strategic Planning, Training, Team Building, Leadership, Change Management, Personnel Management, Public Speaking, Management, Staff Development, Human Resources, Onboarding, Conflict Resolution, Succession Planning, Talent Management, Career Development, Employee Training, Employee Engagement, Program Management, Deferred Compensation, Workforce Planning, Employee Benefits, Benefits Administration, Organizational..., Executive Coaching, Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing, Accounting
Elmira College
BS
SmartBooks Corp. 2014 - Present
Bank of America 2011 - 2014
Becker Professional Education 2010 - 2011
Massachusetts Society of CPAs, Inc. 2006 - 2010
Ariett Business Solutions 2005 - 2006
Eastern Bank 1999 - 2005
Skills
Strategic Marketing, Territory Expansion, Business Strategy, Promotional Events, Team Building, persuasive communication, Problem Analysis, Marketing, Sales Motivation, Campaign Management, Leadership, Strategy, Management, Customer Service, Marketing Strategy, Presentation Skills, Marketing Communications, Business Development, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, QuarkXPress, Sales, InDesign, Team Motivation, Microsoft Office, Project Management, Critical Thinking
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, Marketing
Suffolk University - Sawyer Business School 2000 — 2004
BSBA, Marketing
PwC June 2014 - Present
PwC December 2014 - February 2015
Internal Revenue Service February 2014 - April 2014
Massachusetts Society of CPAs, Inc. May 2013 - August 2013
Skills
Social Networking, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Microsoft Word, Teamwork, Partnership Tax Returns, Corporate Tax Returns, Personal Income Tax...
Education
University of Tampa - John H. Sykes College of Business 2010 — 2014
Bachelor of Science (B.S.), Accounting
Boston Latin School 2004 — 2010
HS Diploma
Costantino Richards Rizzo, LLP May 1995 - Present
Massachusetts Society of CPAs, Inc. May 2015 - Present
Tofias PC October 1991 - May 1995
Skills
Real Estate, Due Diligence, Investments, Business Valuation, Tax, Accounting, Mergers & Acquisitions, Start-ups, Financial Modeling, Private Equity, Strategic Planning, Finance, Tax Advisory, CPA, Management, Tax Preparation, Financial Reporting, Auditing, Portfolio Management, Corporate Tax, SEC filings, Small Business, Venture Capital, GAAP, Financial Analysis, Real Estate Economics, Corporate Law, Credit, Management Consulting, Financial Accounting, Risk Management, Valuation, Forecasting, Partnership Taxation, Corporate Finance, Income Tax, Tax Accounting, Strategic Financial..., Asset Management, US GAAP, Loans, Banking, Budgets, Internal Controls, Forensic Accounting, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Corporate Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1997
MST, Tax
Suffolk University - Sawyer Business School 1987 — 1991
BSBA, Accounting
Kevin P. Martin & Associates PC January 2015 - Present
Massachusetts Society of CPAs, Inc. June 2015 - Present
State Street May 2014 - August 2014
Pure Hockey August 2012 - May 2014
Gale Associates, Inc. January 2009 - April 2014
University of Massachusetts September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Community, Volunteering, Accounting, Time Management, QuickBooks, Teamwork, Social Networking, Leadership, Team Leadership, Management, Communication, Public Speaking, Auditing, Financial Accounting
Education
University of Massachusetts Boston 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
University of Massachusetts Boston 2010 — 2014
Bachelor of Science (B.S.), Business Management; Accounting
Weymouth Highschool 2006 — 2010
Solar Turbines April 2015 - Present
Solar Turbines March 2012 - March 2015
Solar Turbines September 2010 - March 2012
San Diego Regional Chamber of Commerce September 2007 - September 2010
Massachusetts Society of CPAs, Inc. January 2006 - August 2007
Skills
Corporate Communications, Public Relations, Editing, Crisis Communications, Graphic Design, Publications, Internal Communications, Marketing Communications, Press Releases, Public Affairs, Corporate Branding, Media Relations, Event Management, Public Speaking, Strategic Communications, Event planning, Employee engagement, Project management, Event Planning, Project Management
Education
Northeastern University 2001 — 2005
BS, Communications
Massachusetts Society of CPAs, Inc. September 2010 - Present
Lizzard Fashion June 2010 - March 2012
Yesterday's Island May 2010 - September 2010
Assumption College Athletic Department September 2006 - April 2010
City Living Magazine January 2009 - May 2009
Hy-Line Cruises June 2003 - August 2008
Education
Assumption College 2006 — 2010
Bachelors Degree, English with a Concentration in Writing & Mass Communications, Minor in Marketing
Braintree High School 2002 — 2006
CBIZ Tofias & Mayer Hoffman McCann P.C. January 2005 - Present
Massachusetts Society of CPAs, Inc. 2011 - Present
Carlton Fields (now Carlton Fields Jorden Burt) 2002 - 2004
WestWayne, Inc. (now 22squared) 1998 - 2000
FKQ Advertising 1997 - 1998
Skills
Strategic Planning, Marketing Communications, Event Management, Marketing Strategy, Event Planning, Social Media Marketing, Public Relations, Budgets, Project Management, Corporate Branding, Lead Generation, Website Development, Advertising, Services Marketing, Internal Communications, Email Marketing, Corporate Blogging, Marketing, SEO, Press Releases, Social Media
Education
University of Florida College of Journalism and Communications 2000 — 2002
Master of Arts in Mass Communication
Emory University 1993 — 1997
Bachelor of Arts, English
Tampa Prep 1989 — 1993
High School
The Winsor School August 1996 - Present
Castle Hill Events 1996 - Present
New England Life Insurance 1988 - 1996
Massachusetts Society of CPAs, Inc. 1984 - 1988
Skills
Fundraising, Strategic Planning, Program Development, Relational Databases, Event Management, Social Media, Event Planning, Editing, Non-profits, Community Outreach, Nonprofits, Volunteer Management, Management, Annual Giving, Project Management, Stewardship, Philanthropy, Higher Education, Public Speaking
Education
Ohio Wesleyan University 1980 — 1984
B.A., International Business
The Winsor School 1974 — 1980
Diploma
Baker Newman Noyes January 2012 - Present
NAWMBA Boston Chapter April 2010 - April 2015
Massachusetts Society of CPAs, Inc. May 2011 - May 2013
Braver PC September 2007 - January 2012
George W. Malloy, CPA August 2006 - August 2007
Walter & Shuffain, P.C. September 2003 - July 2006
Partners HealthCare June 2002 - January 2003
Skills
Networking, CPA, Business Tax Planning, Tax, Accounting, Leadership, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, Tax Research, Partnership Taxation, International Tax, Tax Returns
Education
Suffolk University - Sawyer Business School 2006 — 2010
MST, Taxation
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Boston University - School of Management 1999 — 2003
Bachelor of Science, Accounting and Finance
Plymouth North High School
Massachusetts Society of CPAs, Inc. June 2015 - Present
Greater Holyoke YMCA September 2014 - May 2015
Greater Holyoke YMCA September 2014 - May 2015
YMCA of Greater Boston May 2014 - September 2014
YMCA of Greater Boston April 2012 - September 2014
Feeley & Driscoll, P.C. May 2011 - September 2014
Valley Vodka, Inc. May 2009 - May 2011
Holyoke Community College September 2010 - April 2011
Uno Chicago Grill May 2006 - April 2011
Boys & Girls Club of Holyoke May 2009 - August 2009
Skills
Event Planning, Social Media, Social Media Marketing, Marketing, Email Marketing, Social Networking, Microsoft Excel, Marketing Strategy, Creative Writing, Customer Service, Leadership, Time Management, Coaching, Writing, Facebook, LinkedIn, PowerPoint, Marketing Communications, Microsoft Office, Microsoft Word, Event Management, Public Relations, Press Releases, Graphic Design, Fundraising, Public Speaking, Advertising
Education
Bridgewater State University 2006 — 2010
B.A., Communication Studies
Bond University 2009 — 2009
Australian Studies
Holyoke High School 2002 — 2006
Commonwealth Financial Network October 2015 - Present
Massachusetts Society of CPAs, Inc. February 2014 - September 2015
Air & Waste Management Association September 2008 - February 2014
Education
Penn State University 2007 — 2008
MBA
Elizabethtown College 2003 — 2007
BS, Business Administration
Babson College July 2013 - Present
Bed and Breakfast Associates Bay Colony March 2010 - July 2013
Natixis Global Asset Management August 1998 - January 2009
Bridgeman Communications September 1996 - August 1998
Massachusetts Society of CPAs, Inc. October 1994 - September 1996
Spring Hill College July 1993 - June 1994
Skills
Microsoft Office, Social Media, Public Relations, Corporate Communications, Media Relations, Press Releases, Social Media Marketing, Editing, Internal Communications, Strategic Communications, Facebook, Newsletters
Education
Lafayette College 1989 — 1993
Bachelor of Arts (B.A.), Enlish
Steven P. Sokol CPA October 1988 - Present
Massachusetts Society of CPAs, Inc. 2000 - 2005
Multi-Office Regional CPA Firm June 1974 - September 1988
Skills
Business Strategy &..., Tax Planning &..., Corporate Tax, Financial Reporting &..., Accounting, Budgets, QuickBooks, Peachtree, Financial Statements, Tax, Auditing, Business, CPA, Start-ups, Financial Reporting, Financial Accounting
Education
Northeastern University 1969 — 1974
BS, Accounting
MSCPA, AICPA, Many other education providers
Continuing Education, Taxation, Accounting, Planning
The Walt Disney Company August 2015 - Present
AAR Airlift Group, Inc. February 2014 - August 2015
BNY Mellon March 2011 - October 2012
Bingham McCutchen April 2000 - July 2009
Hinkley, Allen and Snyder LLP December 1999 - March 2000
Hanify & King, P.C. May 1998 - December 1999
Davis, Malm & D'Agostine, P.C. October 1997 - May 1998
Massachusetts Society of CPAs, Inc. January 1994 - October 1997
Massachusetts Society of CPAs, Inc. April 1981 - February 1987
USAF 1979 - 1981
Skills
Executive..., Positive Can-do Attitude, Microsoft Office, Customer Service, Confidentiality, Executive Calendar..., Highly detail oriented, Highly motivated..., Quick Study, Works well under..., Meeting Planning, PeopleSoft, Oracle, Kronos Timekeeping, Travel Arrangements, AMEX Travel Online, Team-oriented, Taleo, Internet Research, QuickBooks, Online Research, Human Resources
Education
Tom P Haney Technical Center
High School Diploma