Pathstone Family Office
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Pathstone Family Office Employees
Employee
Years
Job
Industry
Adam Duong Adam Duong's Pathstone Family Office Experience August 2012 - Present
Job Accounting/Financial Reporting
Industry Accounting
Experience
Pathstone Family Office August 2012 - Present
Adam Capital LLC April 2008 - Present
Kon Live LLC December 2010 - June 2012
Trend Atlanta Realty December 2008 - December 2010
American Sporting Goods Corp March 2006 - September 2008
DANBRU February 2005 - March 2006
Skills
Microsoft Office, QuickBooks, Datafaction, Turbo Tax, Windows, Salesforce.com, Investment Strategies, Personal Financial..., Network Administration, Computer Proficiency, Tax Preparation
Education
CFA Institute 2014 — 2017
CFA - Chartered Financial Analyst, Financial Analyst
Georgia MLS Institution. 2008 — 2009
Salesperson, Real Estate Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
BBA, Finance
Pathstone Family Office August 2012 - Present
Adam Capital LLC April 2008 - Present
Kon Live LLC December 2010 - June 2012
Trend Atlanta Realty December 2008 - December 2010
American Sporting Goods Corp March 2006 - September 2008
DANBRU February 2005 - March 2006
Skills
Microsoft Office, QuickBooks, Datafaction, Turbo Tax, Windows, Salesforce.com, Investment Strategies, Personal Financial..., Network Administration, Computer Proficiency, Tax Preparation
Education
CFA Institute 2014 — 2017
CFA - Chartered Financial Analyst, Financial Analyst
Georgia MLS Institution. 2008 — 2009
Salesperson, Real Estate Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
BBA, Finance
Justin Graves Justin Graves's Pathstone Family Office Experience June 2014 - December 2014
Job Audit Intern at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP January 2015 - Present
Pathstone Family Office June 2014 - December 2014
Club Demonstration Services January 2013 - December 2014
Steve Bancroft, CPA December 2013 - May 2014
Cowart Family YMCA November 2011 - September 2012
Skills
Microsoft Word, Retail, Customer Service, Microsoft Office, Microsoft Excel, Teamwork, Team Leadership, PowerPoint, Social Media, Sales, Accounting, Management
Education
Oglethorpe University 2009 — 2014
Bachelor of Science (BS), Accounting, Senior
CohnReznick LLP January 2015 - Present
Pathstone Family Office June 2014 - December 2014
Club Demonstration Services January 2013 - December 2014
Steve Bancroft, CPA December 2013 - May 2014
Cowart Family YMCA November 2011 - September 2012
Skills
Microsoft Word, Retail, Customer Service, Microsoft Office, Microsoft Excel, Teamwork, Team Leadership, PowerPoint, Social Media, Sales, Accounting, Management
Education
Oglethorpe University 2009 — 2014
Bachelor of Science (BS), Accounting, Senior
Joseph Lieberman Joseph Lieberman's Pathstone Family Office Experience May 2011 - August 2012
Job Associate at KPMG
Industry Accounting
Experience
KPMG June 2013 - Present
Pathstone Family Office May 2011 - August 2012
Rockland Boulders Minor League Baseball Team June 2011 - July 2011
Union Federal Mortgage Corporation August 2007 - September 2010
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Access, Financial Accounting, Financial Audits, External Audit, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Marketing Strategy, Personal Training, Tax, Team Leadership
Education
Loyola University Maryland 2010 — 2014
Candidate for a Bachelors of Business Administration, Accounting, Junior
Monash University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Junior
Pearl River High School 2006 — 2010
KPMG June 2013 - Present
Pathstone Family Office May 2011 - August 2012
Rockland Boulders Minor League Baseball Team June 2011 - July 2011
Union Federal Mortgage Corporation August 2007 - September 2010
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Access, Financial Accounting, Financial Audits, External Audit, Investments, Financial Analysis, Financial Modeling, Financial Reporting, Marketing Strategy, Personal Training, Tax, Team Leadership
Education
Loyola University Maryland 2010 — 2014
Candidate for a Bachelors of Business Administration, Accounting, Junior
Monash University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, Junior
Pearl River High School 2006 — 2010
Benjamin Zachariah Benjamin Zachariah's Pathstone Family Office Experience July 2010 - August 2010
Job Tax Consultant at Deloitte & Touche
Industry Real Estate
Experience
Deloitte Tax LLP October 2013 - Present
Deloitte Tax LLP June 2012 - August 2012
Beta Alpha Psi August 2011 - April 2012
Sigma Alpha Mu Fraternity December 2009 - December 2010
Pathstone Family Office July 2010 - August 2010
Harris Bank July 2009 - August 2009
Concourse Athletic Club June 2008 - July 2009
Skills
Accounting, Tax, Financial Modeling, Leadership, Finance, Microsoft Excel, PowerPoint, Financial Accounting, Corporate Tax, Access, Management Accounting, XML, SAP Netweaver, Microsoft Word, Microsoft Office, Financial Analysis, Social Networking, Teamwork, QuickBooks, Customer Service, Social Media, Research, Analysis, Financial Reporting, Tax Returns, ProSystem fx Tax, Tax Preparation, Tax Accounting, US GAAP, Income Tax, International Tax, GAAP, Real Estate Transactions, REITs
Education
Indiana University Bloomington 2012 — 2013
MSA, Accounting with a concentration in Tax, Graduate
Indiana University Bloomington 2008 — 2012
Bachelor in Business, Accounting and Finance;, Senior
The Weber School 2004 — 2008
Highschool Diploma, General Highschool Education
Deloitte Tax LLP October 2013 - Present
Deloitte Tax LLP June 2012 - August 2012
Beta Alpha Psi August 2011 - April 2012
Sigma Alpha Mu Fraternity December 2009 - December 2010
Pathstone Family Office July 2010 - August 2010
Harris Bank July 2009 - August 2009
Concourse Athletic Club June 2008 - July 2009
Skills
Accounting, Tax, Financial Modeling, Leadership, Finance, Microsoft Excel, PowerPoint, Financial Accounting, Corporate Tax, Access, Management Accounting, XML, SAP Netweaver, Microsoft Word, Microsoft Office, Financial Analysis, Social Networking, Teamwork, QuickBooks, Customer Service, Social Media, Research, Analysis, Financial Reporting, Tax Returns, ProSystem fx Tax, Tax Preparation, Tax Accounting, US GAAP, Income Tax, International Tax, GAAP, Real Estate Transactions, REITs
Education
Indiana University Bloomington 2012 — 2013
MSA, Accounting with a concentration in Tax, Graduate
Indiana University Bloomington 2008 — 2012
Bachelor in Business, Accounting and Finance;, Senior
The Weber School 2004 — 2008
Highschool Diploma, General Highschool Education
Dawn Ginnaty Dawn Ginnaty's Pathstone Family Office Experience May 2010 - Present
Job Director at Pathstone Family Office
Industry Financial Services
Experience
Pathstone Family Office May 2010 - Present
Harris myCFO November 2004 - May 2010
Deloitte May 2002 - November 2004
Arthur Andersen July 1997 - May 2002
Skills
Financial Analysis, Strategic Financial..., Investments, Wealth Management, Accounting, Tax, Asset Management, Portfolio Management, Financial Modeling, Financial Reporting, Risk Management, Tax Preparation, Strategic Planning, Investment Advisory, QuickBooks, Banking, Microsoft Excel, Budgets, Private Equity, General Ledger
Education
University of South Florida 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
Winona State University
Bachelor of Applied Science (B.A.Sc.), Mathematics Education
Pathstone Family Office May 2010 - Present
Harris myCFO November 2004 - May 2010
Deloitte May 2002 - November 2004
Arthur Andersen July 1997 - May 2002
Skills
Financial Analysis, Strategic Financial..., Investments, Wealth Management, Accounting, Tax, Asset Management, Portfolio Management, Financial Modeling, Financial Reporting, Risk Management, Tax Preparation, Strategic Planning, Investment Advisory, QuickBooks, Banking, Microsoft Excel, Budgets, Private Equity, General Ledger
Education
University of South Florida 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting
Winona State University
Bachelor of Applied Science (B.A.Sc.), Mathematics Education
Winifred Akande Winifred Akande's Pathstone Family Office Experience December 2013 - December 2014
Job Associate Director, Integrated Graduate Student Services (Financial) at Georgia State University
Industry Accounting
Experience
Georgia State University January 2015 - Present
Pathstone Family Office December 2013 - December 2014
Ernst & Young October 2013 - December 2013
Ernst & Young January 2012 - September 2013
Southern Company September 2011 - December 2011
Georgia State University April 2008 - May 2011
Ernst & Young, LLP June 2009 - July 2009
Georgia State University August 2008 - December 2008
Washington Mutual Bank June 2004 - April 2008
Skills
Organizing, Analysis, Hard Worker, Leading By Example, Leadership Development, Accounting, Resume Writing, Leadership, Financial Analysis, Microsoft Excel, Microsoft Office, Recruiting, Time Management, Outlook, Data Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelors of Business Administration, Accounting
Georgia State University January 2015 - Present
Pathstone Family Office December 2013 - December 2014
Ernst & Young October 2013 - December 2013
Ernst & Young January 2012 - September 2013
Southern Company September 2011 - December 2011
Georgia State University April 2008 - May 2011
Ernst & Young, LLP June 2009 - July 2009
Georgia State University August 2008 - December 2008
Washington Mutual Bank June 2004 - April 2008
Skills
Organizing, Analysis, Hard Worker, Leading By Example, Leadership Development, Accounting, Resume Writing, Leadership, Financial Analysis, Microsoft Excel, Microsoft Office, Recruiting, Time Management, Outlook, Data Analysis
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master, Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelors of Business Administration, Accounting
Ilyssa Strugatz Ilyssa Strugatz's Pathstone Family Office Experience May 2010 - May 2012
Job SEI Wealth Platform Implementations
Industry Financial Services
Experience
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
Allan Zachariah's Pathstone Family Office Experience February 2010 - Present
Job Advisor to Families of Significant Wealth
Industry Financial Services
Experience
Pathstone Family Office February 2010 - Present
Harris myCFO May 2000 - February 2010
Grant Thornton LLP December 1997 - April 2000
BDO USA, LLP December 1993 - November 1997
Arthur Andersen 1981 - 1993
Skills
High Net Worth..., Family Office, Alternative Investments, Estate Planning, Tax, Wealth Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Wealth Management..., Investment Advisory, Asset Managment, Strategic Financial...
Education
University of Kentucky 1977 — 1981
BS, Accounting
Pathstone Family Office February 2010 - Present
Harris myCFO May 2000 - February 2010
Grant Thornton LLP December 1997 - April 2000
BDO USA, LLP December 1993 - November 1997
Arthur Andersen 1981 - 1993
Skills
High Net Worth..., Family Office, Alternative Investments, Estate Planning, Tax, Wealth Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Wealth Management..., Investment Advisory, Asset Managment, Strategic Financial...
Education
University of Kentucky 1977 — 1981
BS, Accounting
Nicole Nagin Nicole Nagin's Pathstone Family Office Experience June 2010 - August 2012
Job Student at Washington University in St. Louis School of Law
Industry Law Practice
Experience
Washington University in St. Louis School of Law August 2012 - May 2015
U.S. Department of Justice August 2014 - December 2014
JONES DAY® May 2014 - August 2014
United States Attorney's Office May 2013 - August 2013
Pathstone Family Office June 2010 - August 2012
Institute for the Study of Modern Israel December 2009 - July 2012
Harris myCFO June 2008 - August 2009
Skills
Legal Research, Legal Writing, Organization, Public Speaking, Microsoft Excel, Westlaw, Appellate Practice, Courts
Education
Washington University School of Law 2012 — 2015
Juris Doctor (J.D.)
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Political Science High Honors
Washington University in St. Louis School of Law August 2012 - May 2015
U.S. Department of Justice August 2014 - December 2014
JONES DAY® May 2014 - August 2014
United States Attorney's Office May 2013 - August 2013
Pathstone Family Office June 2010 - August 2012
Institute for the Study of Modern Israel December 2009 - July 2012
Harris myCFO June 2008 - August 2009
Skills
Legal Research, Legal Writing, Organization, Public Speaking, Microsoft Excel, Westlaw, Appellate Practice, Courts
Education
Washington University School of Law 2012 — 2015
Juris Doctor (J.D.)
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Political Science High Honors
Stephenie (Trucks) Greene Stephenie (Trucks) Greene's Pathstone Family Office Experience January 2014 - June 2014
Job Tax Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Pathstone Family Office January 2014 - June 2014
Grant Thornton LLP August 2012 - December 2013
Grant Thornton LLP July 2011 - July 2012
Enviro-Pro-Tech, Inc. October 2010 - July 2011
Cross, Fernandez & Riley, LLp August 2009 - April 2010
Babush, Neiman, Kornman, & Johnson January 2007 - July 2009
HOF Fitness 2008 - 2009
HOF Fitness 2008 - 2009
Carr, Riggs & Ingram, LLC January 2006 - March 2006
Skills
Trust, Gift and Estate..., Individual Taxation, Corporate and Business..., Non Profit Taxation, Financial Accounting
Education
Auburn University, College of Business 2002 — 2006
Bachelor of Science, Accounting and Finance
McGladrey July 2014 - Present
Pathstone Family Office January 2014 - June 2014
Grant Thornton LLP August 2012 - December 2013
Grant Thornton LLP July 2011 - July 2012
Enviro-Pro-Tech, Inc. October 2010 - July 2011
Cross, Fernandez & Riley, LLp August 2009 - April 2010
Babush, Neiman, Kornman, & Johnson January 2007 - July 2009
HOF Fitness 2008 - 2009
HOF Fitness 2008 - 2009
Carr, Riggs & Ingram, LLC January 2006 - March 2006
Skills
Trust, Gift and Estate..., Individual Taxation, Corporate and Business..., Non Profit Taxation, Financial Accounting
Education
Auburn University, College of Business 2002 — 2006
Bachelor of Science, Accounting and Finance
Anil Sharma, CPA Anil Sharma, CPA's Pathstone Family Office Experience July 2013 - January 2014
Job Assistant Controller at Ryland Homes
Industry Accounting
Experience
Ryland Homes March 2014 - Present
Pathstone Family Office July 2013 - January 2014
Koch Industries August 2012 - May 2013
UPS April 2011 - August 2012
Assurant August 2009 - April 2011
PricewaterhouseCoopers September 2007 - May 2009
Skills
Accounting, Financial Reporting, Insurance, Auditing, Compliance, Tax, Tax Research, Corporate Tax, GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, General Ledger, Tax Preparation, CPA, Income Tax, Financial Statements, SEC Filings
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Accounting
Kennesaw State University 2006 — 2009
Masters, Accounting
Ryland Homes March 2014 - Present
Pathstone Family Office July 2013 - January 2014
Koch Industries August 2012 - May 2013
UPS April 2011 - August 2012
Assurant August 2009 - April 2011
PricewaterhouseCoopers September 2007 - May 2009
Skills
Accounting, Financial Reporting, Insurance, Auditing, Compliance, Tax, Tax Research, Corporate Tax, GAAP, SEC filings, Sarbanes-Oxley Act, Internal Controls, General Ledger, Tax Preparation, CPA, Income Tax, Financial Statements, SEC Filings
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Accounting
Kennesaw State University 2006 — 2009
Masters, Accounting
Jacob Tadych Jacob Tadych's Pathstone Family Office Experience May 2013 - September 2013
Job Currently a free agent
Industry Marketing and Advertising
Experience
Kaleidoscope Bistro & Pub February 2015 - Present
Opelika Animal Hospital May 2014 - August 2014
Pathstone Family Office May 2013 - September 2013
The Goodman Cafe August 2011 - May 2013
Oglethorpe University May 2012 - August 2012
Wood You Furniture May 2010 - August 2011
Oglethorpe University November 2010 - December 2010
Skills
Intermediate Japanese, Sales Process, Microsoft Technologies, Microsoft Excel, Customer Service, Microsoft Office, QuickBooks, MYOB, Outlook, PowerPoint, Microsoft Word, Accounting, Teamwork, Time Management, Access, Social Networking, Facebook
Education
Oglethorpe University 2010 — 2014
Bachelor of Science, Accounting
Southern Union State Community College 2008 — 2010
Bachelor of Science, International Business
Kaleidoscope Bistro & Pub February 2015 - Present
Opelika Animal Hospital May 2014 - August 2014
Pathstone Family Office May 2013 - September 2013
The Goodman Cafe August 2011 - May 2013
Oglethorpe University May 2012 - August 2012
Wood You Furniture May 2010 - August 2011
Oglethorpe University November 2010 - December 2010
Skills
Intermediate Japanese, Sales Process, Microsoft Technologies, Microsoft Excel, Customer Service, Microsoft Office, QuickBooks, MYOB, Outlook, PowerPoint, Microsoft Word, Accounting, Teamwork, Time Management, Access, Social Networking, Facebook
Education
Oglethorpe University 2010 — 2014
Bachelor of Science, Accounting
Southern Union State Community College 2008 — 2010
Bachelor of Science, International Business
Gregory Granholm Gregory Granholm's Pathstone Family Office Experience December 2014 - September 2015
Job Sr. Associate at IFS, A State Street Company
Industry Banking
Experience
International Fund Service (NA) LLC, A State Street Company September 2015 - Present
Pathstone Family Office December 2014 - September 2015
Credit Suisse October 2007 - December 2014
Skills
Business Analysis, Data Warehousing, Requirements Analysis, Databases, Banking, SharePoint, Financial Risk, AML, Process Improvement, Microsoft Excel, Outlook, Visio, Analysis, Asset Management, Equities, Hedge Funds, Microsoft Office, CRM, Program Management, Fixed Income, Financial Analysis, Management, Anti Money Laundering, Capital Markets, Investment Banking
Education
Kean University 2009 — 2013
Bachelor of Arts (B.A.), History
Union County College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
International Fund Service (NA) LLC, A State Street Company September 2015 - Present
Pathstone Family Office December 2014 - September 2015
Credit Suisse October 2007 - December 2014
Skills
Business Analysis, Data Warehousing, Requirements Analysis, Databases, Banking, SharePoint, Financial Risk, AML, Process Improvement, Microsoft Excel, Outlook, Visio, Analysis, Asset Management, Equities, Hedge Funds, Microsoft Office, CRM, Program Management, Fixed Income, Financial Analysis, Management, Anti Money Laundering, Capital Markets, Investment Banking
Education
Kean University 2009 — 2013
Bachelor of Arts (B.A.), History
Union County College 2006 — 2008
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Parker Grandits, MTAX Parker Grandits, MTAX's Pathstone Family Office Experience January 2015 - Present
Job Senior Associate at Pathstone Family Office
Industry Accounting
Experience
Pathstone Family Office January 2015 - Present
Deloitte & Touche January 2011 - December 2014
Deloitte 2011 - December 2014
Skills
International Tax, Corporate Tax, Tax Advisory, Tax, Tax Law, Big 4, Tax Accounting, Tax Research, Income Tax
Education
University of Denver 2010 — 2010
Master of Taxation, Tax Law/Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Pathstone Family Office January 2015 - Present
Deloitte & Touche January 2011 - December 2014
Deloitte 2011 - December 2014
Skills
International Tax, Corporate Tax, Tax Advisory, Tax, Tax Law, Big 4, Tax Accounting, Tax Research, Income Tax
Education
University of Denver 2010 — 2010
Master of Taxation, Tax Law/Taxation
Georgia State University - J. Mack Robinson College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Ryan Halpern, CPA, CFP® Ryan Halpern, CPA, CFP®'s Pathstone Family Office Experience February 2011 - March 2013
Job Senior Financial Planner at Brightworth
Industry Financial Services
Experience
Brightworth June 2015 - Present
Brightworth March 2013 - June 2015
Pathstone Family Office February 2011 - March 2013
Ernst & Young October 2008 - January 2011
Ernst & Young May 2007 - August 2007
Skills
Tax Compliance, Tax Accounting
Education
University of Georgia - Terry College of Business 2007 — 2008
Masters of Accountancy, Tax
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
Brightworth June 2015 - Present
Brightworth March 2013 - June 2015
Pathstone Family Office February 2011 - March 2013
Ernst & Young October 2008 - January 2011
Ernst & Young May 2007 - August 2007
Skills
Tax Compliance, Tax Accounting
Education
University of Georgia - Terry College of Business 2007 — 2008
Masters of Accountancy, Tax
University of Georgia - Terry College of Business 2003 — 2007
BBA, Accounting
Pineda Melissa's Pathstone Family Office Experience June 2015 - Present
Job Tax Intern at Pathstone Family Office
Industry Accounting
Experience
Pathstone Family Office June 2015 - Present
Oglethorpe University September 2014 - Present
Metcalf Davis, CPA's February 2015 - April 2015
PwC December 2014 - January 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Communication, Customer Service, Event Planning, Public Speaking, Social Media, Teamwork
Education
Oglethorpe University 2012 — 2016
B.S in Accounting B.A in Business Administration, Accounting and Business/Management, Junior
American School of Tegucigalpa, Honduras 2009 — 2012
Pathstone Family Office June 2015 - Present
Oglethorpe University September 2014 - Present
Metcalf Davis, CPA's February 2015 - April 2015
PwC December 2014 - January 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Communication, Customer Service, Event Planning, Public Speaking, Social Media, Teamwork
Education
Oglethorpe University 2012 — 2016
B.S in Accounting B.A in Business Administration, Accounting and Business/Management, Junior
American School of Tegucigalpa, Honduras 2009 — 2012
Colleen Grenon Colleen Grenon's Pathstone Family Office Experience September 2012 - May 2013
Job Project Control Officer at TD
Industry Management Consulting
Experience
TD June 2013 - Present
Pathstone Family Office September 2012 - May 2013
Fairleigh Dickinson University August 2009 - May 2013
Spencer Gifts Corporate Office June 2012 - August 2012
McDonald's Corporation November 2007 - May 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Social Media, Leadership, Microsoft Word, Management
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Business Management
TD June 2013 - Present
Pathstone Family Office September 2012 - May 2013
Fairleigh Dickinson University August 2009 - May 2013
Spencer Gifts Corporate Office June 2012 - August 2012
McDonald's Corporation November 2007 - May 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Teamwork, Social Media, Leadership, Microsoft Word, Management
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Business Management
Slayton Gilmore's Pathstone Family Office Experience May 2012 - August 2012
Job Tax Staff at Smith & Howard
Industry Accounting
Experience
Smith & Howard January 2013 - April 2015
Pathstone Family Office May 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Tax, Tax Preparation, QuickBooks, Tax Returns, Financial Analysis, GoSystems, Python, Finance, Datafaction, Financial Accounting, Practice CS, Tax Accounting, Income Tax, International Tax, Bloomberg BNA
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master of Taxation, Accounting
Georgia Institute of Technology 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Brookstone School 1996 — 2010
Smith & Howard January 2013 - April 2015
Pathstone Family Office May 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Tax, Tax Preparation, QuickBooks, Tax Returns, Financial Analysis, GoSystems, Python, Finance, Datafaction, Financial Accounting, Practice CS, Tax Accounting, Income Tax, International Tax, Bloomberg BNA
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2015
Master of Taxation, Accounting
Georgia Institute of Technology 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Brookstone School 1996 — 2010
Matthew Ryan Musgrove Matthew Ryan Musgrove's Pathstone Family Office Experience June 2013 - Present
Job Graduate of The University of Georgia
Industry Accounting
Experience
Pathstone Family Office June 2013 - Present
Rushton and Company January 2013 - May 2013
Pathstone Family Office June 2012 - December 2012
Skills
Accounting, Bookkeeping, Financial Accounting, Financial Reporting, Financial Analysis, Tax, Income Tax, Tax Preparation, General Ledger, Financial Statements, Internal Controls, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Creative Solutions, Creative Solutions..., UltraTax CS, Practice CS, Fixed Assets, File Cabinet, ProSystem fx Tax, Datafaction, Tax Research, CCH Intelliconnect, RIA, BNA, CPA
Education
The University of Georgia 2011 — 2012
Maters of Accountancy, Taxation and Accounting
The University of Georgia 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
South Georgia College 2006 — 2008
Accounting and Business Administration
Coffee County High School 2002 — 2006
College Prep, 9-12
Pathstone Family Office June 2013 - Present
Rushton and Company January 2013 - May 2013
Pathstone Family Office June 2012 - December 2012
Skills
Accounting, Bookkeeping, Financial Accounting, Financial Reporting, Financial Analysis, Tax, Income Tax, Tax Preparation, General Ledger, Financial Statements, Internal Controls, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Creative Solutions, Creative Solutions..., UltraTax CS, Practice CS, Fixed Assets, File Cabinet, ProSystem fx Tax, Datafaction, Tax Research, CCH Intelliconnect, RIA, BNA, CPA
Education
The University of Georgia 2011 — 2012
Maters of Accountancy, Taxation and Accounting
The University of Georgia 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
South Georgia College 2006 — 2008
Accounting and Business Administration
Coffee County High School 2002 — 2006
College Prep, 9-12
Brian Taupier Brian Taupier's Pathstone Family Office Experience March 2013 - Present
Job Capital Markets Analyst at Pathstone Family Office
Industry Banking
Experience
Pathstone Family Office March 2013 - Present
Brown Brothers Harriman2 March 2012 - March 2013
Sonia Fashions Inc January 2007 - March 2012
Skills
Microsoft Excel, Corporate Finance, Financial Markets, Financial Analysis, Financial Modeling, Risk Management, Fixed Income, Equities, Securities, Banking, Asset Managment, Portfolio Management, DTC, Microsoft Office
Education
Seton Hall University 2007 — 2011
Bachelor of Arts (B.A.), Finance, General, 3.65
Pathstone Family Office March 2013 - Present
Brown Brothers Harriman2 March 2012 - March 2013
Sonia Fashions Inc January 2007 - March 2012
Skills
Microsoft Excel, Corporate Finance, Financial Markets, Financial Analysis, Financial Modeling, Risk Management, Fixed Income, Equities, Securities, Banking, Asset Managment, Portfolio Management, DTC, Microsoft Office
Education
Seton Hall University 2007 — 2011
Bachelor of Arts (B.A.), Finance, General, 3.65
Kayly Elmer Kayly Elmer's Pathstone Family Office Experience June 2012 - Present
Job Analyst at Pathstone Family Office
Industry Financial Services
Experience
Pathstone Family Office June 2012 - Present
Graver Capital Management LLC July 2011 - May 2012
Graver Capital Management LLC June 2010 - August 2010
Associates in Rehabilitation Medicine January 2010 - January 2010
LAFAYETTE COLLEGE KIRBY SPORTS GYM May 2009 - July 2009
Skills
PowerPoint, Microsoft Word, Morningstar, Microsoft Excel, Economics, Stata
Education
Lafayette College 2007 — 2011
B.A., Economics
Pathstone Family Office June 2012 - Present
Graver Capital Management LLC July 2011 - May 2012
Graver Capital Management LLC June 2010 - August 2010
Associates in Rehabilitation Medicine January 2010 - January 2010
LAFAYETTE COLLEGE KIRBY SPORTS GYM May 2009 - July 2009
Skills
PowerPoint, Microsoft Word, Morningstar, Microsoft Excel, Economics, Stata
Education
Lafayette College 2007 — 2011
B.A., Economics
Joseph Koch Joseph Koch's Pathstone Family Office Experience January 2013 - Present
Job Portfolio Analyst at Pathstone Family Office
Industry Investment Management
Experience
Pathstone Family Office January 2013 - Present
Legacy Family Office October 2011 - January 2013
Education
Florida International University 2011 — 2012
Master of Science, Finance
Florida Gulf Coast University 2006 — 2011
Bachelor of Science, Finance
Pathstone Family Office January 2013 - Present
Legacy Family Office October 2011 - January 2013
Education
Florida International University 2011 — 2012
Master of Science, Finance
Florida Gulf Coast University 2006 — 2011
Bachelor of Science, Finance
Amy Blitzer Amy Blitzer's Pathstone Family Office Experience May 2010 - Present
Job Director at Pathstone Family Office
Industry Executive Office
Experience
Pathstone Family Office May 2010 - Present
Harris myCFO, Inc August 2002 - May 2010
Peyser & Alexander 1998 - 2002
Education
Devry University-Keller Graduate School 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accounting
Pathstone Family Office May 2010 - Present
Harris myCFO, Inc August 2002 - May 2010
Peyser & Alexander 1998 - 2002
Education
Devry University-Keller Graduate School 2002 — 2004
MBA, Accounting
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Accounting
Buffi Ball's Pathstone Family Office Experience February 2013 - Present
Job Principal at Pathstone Family Office
Industry Accounting
Experience
Pathstone Family Office February 2013 - Present
Bennett Thrasher January 2008 - May 2011
Gifford Hillegass & Ingwersen, LLC August 2003 - December 2007
CBIZ September 1999 - July 2003
Duggan & Massey P.C. January 1997 - August 1999
Skills
Tax, High Net Worth..., Compliance, Construction, Accounting, Tax Compliance, Income Tax, Real Estate, Mergers, Corporate Tax, Tax Preparation, Strategic Planning, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Reporting, Tax Research, CPA, Revenue Recognition, Tax Accounting, Payroll, Tax Returns, SEC filings, GAAP
Education
Oglethorpe University 1993 — 1997
BBA, Accounting
H.V. Jenkins High School
Pathstone Family Office February 2013 - Present
Bennett Thrasher January 2008 - May 2011
Gifford Hillegass & Ingwersen, LLC August 2003 - December 2007
CBIZ September 1999 - July 2003
Duggan & Massey P.C. January 1997 - August 1999
Skills
Tax, High Net Worth..., Compliance, Construction, Accounting, Tax Compliance, Income Tax, Real Estate, Mergers, Corporate Tax, Tax Preparation, Strategic Planning, Partnership Taxation, International Tax, Mergers & Acquisitions, Financial Reporting, Tax Research, CPA, Revenue Recognition, Tax Accounting, Payroll, Tax Returns, SEC filings, GAAP
Education
Oglethorpe University 1993 — 1997
BBA, Accounting
H.V. Jenkins High School
Stacy Rush's Pathstone Family Office Experience July 2010 - Present
Job Principal Risk Management
Industry Financial Services
Experience
Pathstone Family Office July 2010 - Present
Chubb Insurance August 1999 - June 2010
Pritchard & Jerden January 1997 - August 1999
Education
University of Georgia - Terry College of Business 1989 — 2002
BBA, Risk Management
Shiloh High School 1985 — 1988
Pathstone Family Office July 2010 - Present
Chubb Insurance August 1999 - June 2010
Pritchard & Jerden January 1997 - August 1999
Education
University of Georgia - Terry College of Business 1989 — 2002
BBA, Risk Management
Shiloh High School 1985 — 1988
Julia Hoskins's Pathstone Family Office Experience July 2015 - Present
Job Senior Accounting Associate at Pathstone Family Office
Industry Financial Services
Experience
Pathstone Family Office July 2015 - Present
Pathstone Family Office February 2013 - June 2015
Vanderbilt University Medical Center September 2010 - September 2012
Education
Augusta State University - College of Business Administration 2007 — 2009
Masters in Business Administration
The University of Georgia 2003 — 2007
Bachelors of Science in Family and Consumer Sciences, Consumer Economics and Housing
Pathstone Family Office July 2015 - Present
Pathstone Family Office February 2013 - June 2015
Vanderbilt University Medical Center September 2010 - September 2012
Education
Augusta State University - College of Business Administration 2007 — 2009
Masters in Business Administration
The University of Georgia 2003 — 2007
Bachelors of Science in Family and Consumer Sciences, Consumer Economics and Housing
Shere' Thomas's Pathstone Family Office Experience May 2010 - Present
Job a
Industry Accounting
Experience
Pride and Joy Learning Academy July 2014 - Present
Pathstone Family Office May 2010 - Present
Harris myCFO April 2008 - May 2010
Heritage Bank- Metro Atlanta MSA August 2006 - April 2008
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable, Banking, Payroll, Account Reconciliation, Microsoft Excel, Financial Statements, Financial Accounting, Cash Management, Accounts Receivable, Journal Entries, Financial Statement..., Cash Flow, Bank Reconciliation, Microsoft Word, Cash Flow Forecasting, Balance, Cash, Expenses, Bookkeeping, Spreadsheets
Education
Georgia State University 2004 — 2006
Bachelor, Finance
Fisk University 2002 — 2004
Finance
Pride and Joy Learning Academy July 2014 - Present
Pathstone Family Office May 2010 - Present
Harris myCFO April 2008 - May 2010
Heritage Bank- Metro Atlanta MSA August 2006 - April 2008
Skills
Accounting, Financial Analysis, General Ledger, Financial Reporting, Accounts Payable, Banking, Payroll, Account Reconciliation, Microsoft Excel, Financial Statements, Financial Accounting, Cash Management, Accounts Receivable, Journal Entries, Financial Statement..., Cash Flow, Bank Reconciliation, Microsoft Word, Cash Flow Forecasting, Balance, Cash, Expenses, Bookkeeping, Spreadsheets
Education
Georgia State University 2004 — 2006
Bachelor, Finance
Fisk University 2002 — 2004
Finance
Sandi Owens's Pathstone Family Office Experience January 2009 - January 2011
Job Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP January 2015 - Present
Deloitte Tax, LLP June 2011 - January 2015
Dixon Hughes Goodman, LLP January 2011 - June 2011
Pathstone Family Office January 2009 - January 2011
Deloitte Tax, LLP July 2006 - January 2009
Warren, Averett, Kimbrough & Marino, LLC July 2005 - July 2006
Reznick Group 2004 - 2005
Habif, Arogeti & Wynne, LLP September 2000 - 2004
Skills
Corporate Tax, Tax Accounting, Tax Research, Income Tax, Tax
Education
University of Alabama
M.Acc., Accounting
BDO USA, LLP January 2015 - Present
Deloitte Tax, LLP June 2011 - January 2015
Dixon Hughes Goodman, LLP January 2011 - June 2011
Pathstone Family Office January 2009 - January 2011
Deloitte Tax, LLP July 2006 - January 2009
Warren, Averett, Kimbrough & Marino, LLC July 2005 - July 2006
Reznick Group 2004 - 2005
Habif, Arogeti & Wynne, LLP September 2000 - 2004
Skills
Corporate Tax, Tax Accounting, Tax Research, Income Tax, Tax
Education
University of Alabama
M.Acc., Accounting
William T. Lingle, CPA's Pathstone Family Office Experience July 2015 - Present
Job Senior Associate at Pathstone Family Office
Industry Accounting
Experience
Pathstone Family Office July 2015 - Present
Moore Stephens Tiller LLC August 2014 - July 2015
Moore Stephens Tiller LLC January 2011 - August 2014
Moore Stephens Tiller LLC January 2010 - April 2010
TESSCO Technologies February 2006 - October 2007
Mortgage Lenders Network January 2004 - September 2005
Federal Home Loan Bank of Atlanta June 2003 - December 2003
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
B.B.A., Accounting
Georgia Institute of Technology 2001 — 2003
B.S., Economics
Kennesaw State University 1999 — 2001
Roswell High School 1996 — 1999
Pathstone Family Office July 2015 - Present
Moore Stephens Tiller LLC August 2014 - July 2015
Moore Stephens Tiller LLC January 2011 - August 2014
Moore Stephens Tiller LLC January 2010 - April 2010
TESSCO Technologies February 2006 - October 2007
Mortgage Lenders Network January 2004 - September 2005
Federal Home Loan Bank of Atlanta June 2003 - December 2003
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
B.B.A., Accounting
Georgia Institute of Technology 2001 — 2003
B.S., Economics
Kennesaw State University 1999 — 2001
Roswell High School 1996 — 1999
Ada Poggio's Pathstone Family Office Experience June 2010 - January 2012
Job Consultant
Industry Financial Services
Experience
Pathstone Family Office June 2010 - January 2012
Harris myCFO, Inc. October 2003 - June 2010
Donner Weiser & Assoc January 2001 - May 2002
Skills
Quickbooks, Tax, Income Tax, Financial Reporting, Accounting, Tax Preparation, Reconciliation, General Ledger, Compliance, Sales Tax, Forecasting, Budgeting, High Net Worth..., Accounts Payable, Payroll, Excel, Journal Entries, Business Planning, Word, Customer Relations, Strategic Planning, Microsoft Office, P&L
Education
Barry University
Bachelors, Finance/Economics
Kennesaw State University
Miami Dade Community College
Associate, Business Administration
Pathstone Family Office June 2010 - January 2012
Harris myCFO, Inc. October 2003 - June 2010
Donner Weiser & Assoc January 2001 - May 2002
Skills
Quickbooks, Tax, Income Tax, Financial Reporting, Accounting, Tax Preparation, Reconciliation, General Ledger, Compliance, Sales Tax, Forecasting, Budgeting, High Net Worth..., Accounts Payable, Payroll, Excel, Journal Entries, Business Planning, Word, Customer Relations, Strategic Planning, Microsoft Office, P&L
Education
Barry University
Bachelors, Finance/Economics
Kennesaw State University
Miami Dade Community College
Associate, Business Administration