PEF Services LLC
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PEF Services LLC Employees
Deloitte September 2015 - Present
Deloitte January 2015 - April 2015
Financial Research Associates May 2014 - August 2014
PEF Services LLC May 2013 - May 2014
Papa John's International May 2009 - May 2013
Skills
Accounting, Financial Accounting, Auditing, GAAP, Private Equity, Financial Statements, US GAAP, Analysis, General Ledger, SBA, Fund Accounting, Selenium Testing, Finance, Account Reconciliation, Business Valuation, Financial Analysis, Valuation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Rutgers Business School 2012 — 2015
Bachelor of Science (BS), Accounting
Burlington County College 2011 — 2012
Associate of Science (AS), Business Administration and Management, General
Cherokee High School 2006 — 2010
SS&C GlobeOp January 2015 - Present
PEF Services LLC July 2008 - December 2014
Popular Club Plan June 2003 - December 2005
Skills
Private Equity, Payroll, Forensic Analysis, Financial Statements, Account Reconciliation, Analysis, Due Diligence, Private Investigations, Cash Flow, Microsoft Excel, Venture Capital, Customer Service, Leadership, Auditing, Mergers & Acquisitions
Education
William Paterson University of New Jersey 2011 — 2013
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Bachelor of Arts (B.A.), Criminal Justice
PEF Services LLC October 2012 - Present
State Street January 2001 - February 2012
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelor's Degree, Computer and Information Systems Security/Information Assurance
Brightwood Capital March 2014 - Present
PEF Services LLC 2008 - 2013
State Street 2006 - 2008
Morgan Stanley 1986 - 2006
Deloitte 1984 - 1986
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Cost Accounting, Management, Private Equity, Investments
Education
City University of New York-Queens College 1980 — 1984
Bachelor of Arts (BA), Accounting
PEF Services LLC June 2015 - Present
PEF Services LLC May 2014 - Present
S & K 2000 June 2011 - September 2013
Rutgers University September 2011 - May 2012
Piast Meats and Provisions September 2009 - June 2011
Scrier Funds 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Financial Modeling, Statistics, Accounting, Data Analysis, Finance, Time Management, Research, Market Research, Corporate Finance, Management, Marketing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2015
Bachelor's Degree, Accounting, Junior
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Accounting, Junior
Bergen County Technical High School, Junior 2007 — 2011
Business- Strategic Asset Management
PEF Services LLC May 2014 - Present
The Jayson Company May 2012 - December 2013
Shoprite June 2008 - August 2011
Skills
Java, JavaScript, jQuery, PHP, Three.js, HTML 5, CSS, CSS3, MySQL, Databases, Web Development, Computer Hardware, Windows, Ubuntu, Mac OS X, OS X, Android Development, C++, IT Operations, Visual Basic, Microsoft Office, PowerPoint, Windows 7, Microsoft Excel, POS, Microsoft Word, Customer Service, Retail, AutoIt, HVAC, Photoshop, HTML, SQL, PhpMyAdmin
Education
New Jersey Institute of Technology 2010 — 2015
BS, Computer Science
PEF Services LLC December 2011 - Present
PEF Services LLC December 2008 - December 2011
Morgan Stanley March 2002 - December 2007
Skills
Private Equity, Due Diligence, Financial Reporting, Financial Analysis, Accounting, Venture Capital, Fund Accounting, Financial Modeling, Analysis, Auditing, Finance, Account Reconciliation, Fund Administration, Financial Accounting, Fund Of Funds
Education
Ramapo College of New Jersey 1997 — 2001
BS, Accounting
West Virginia University 1996 — 1996
PEF Services LLC April 2014 - Present
Apex Fund Services June 2012 - April 2014
Chemical Resources Inc 2011 - 2012
Skills
Accounting, Fund Accounting, Financial Reporting, Alternative Investments, Microsoft Excel, Microsoft Office, Tax, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Accounting
JPMorgan Chase - Corporate Investment Bank November 2013 - Present
PEF Services LLC May 2013 - November 2013
CherryRoad Technologies March 2012 - May 2013
World Organization for Positive Action November 2007 - 2012
Skills
Microsoft Excel, Research, Accounting, Access, Finance, Customer Service, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Accounts Payable, Payroll, General Ledger, Accounts Receivable, Data Entry, Cash Management, Budgets, QuickBooks, MAS 200 Accounting..., Medlin Accounting..., Peachtree Accounting..., Employee Benefits, Internal Controls, Tax, Account Reconciliation, Peachtree, Leadership, Training, Analysis, Human Resources, Sales, Financial Reporting, Management, Journal Entries, Forecasting, Financial Statements, Bookkeeping, Invoicing, Time Management, CPA, Fixed Assets
Education
Boston University - School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance and Strategy
Becker Professional Education
CPA Review
Montclair State University 2010 — 2011
Bachelor's degree, Accounting and Business/Management
Passaic County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
PEF Services LLC July 2015 - Present
Citi October 2014 - July 2015
State Street October 2010 - October 2014
Benjamin Moore & Co. June 2010 - August 2010
Skills
Reconciliation, Fund Accounting, General Ledger, Financial Reporting, Accounting
Education
Rutgers Business School
Master of Business Administration (MBA), Finance & Supply Chain Management
Ramapo College of New Jersey 2008 — 2009
Bachelor of Science (B.S.), Accounting
Rutgers, The State University of New Jersey-Newark 2005 — 2007
Accounting
FocusPoint Private Capital Group March 2014 - Present
PEF Services LLC June 2011 - February 2014
Hedge Funds January 2011 - June 2011
Galleon International April 2004 - April 2010
RK Consulting 1997 - 2004
Rothstein Kass 1997 - 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Due Diligence, Equities, Fund Accounting, Fund Of Funds, Hedge Funds, Private Equity, Valuation, Venture Capital
Education
Montclair State University 1990 — 1994
PEF Services LLC 2002 - Present
Walden Capital Partners 1996 - 2002
Walden Partners 1993 - 1996
Prudential Insurance Company 1988 - 1993
Skills
Private Equity, Mezzanine, Venture Capital, Growth Capital, Due Diligence, Fund Administration, Real Estate Private..., Investor Relations, Mergers & Acquisitions, Strategy, Fund Of Funds, Valuation, Accounting, Financial Services, Investment Management, Corporate Development, Management, Executive Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA
Lehigh University 1984 — 1988
BS, Business and Economics
PEF Services LLC October 2010 - Present
PEF Services LLC July 2009 - April 2011
Washington Corner Capital Management, L.P. November 2007 - July 2009
AWSCPA-NJ 2007 - 2009
Citi January 2005 - November 2007
BISYS 2005 - 2007
Rothstein Kass 1993 - 2004
MACED-Mountain Association for Community Economic Development July 1998 - August 1999
Education
Seton Hall University 1989 — 1993
BS, Accounting
PEF Services LLC August 2013 - Present
Deutsche Bank (DB Hedge Fund Advisors Group) August 2007 - December 2009
BISYS Alternative Investment Services 2004 - 2007
Rothstein Kass 1998 - 2004
Banco Espirito Santo 1996 - 1998
Skills
Fund Of Funds, Hedge Funds, Auditing, Accounting, Tax, Fund Accounting, Alternative Investments, Fund Administration, Private Equity, Asset Management, Equities, GAAP, Derivatives, Due Diligence, Valuation, Bloomberg, Investments, Internal Controls
Education
Pace University 1992 — 1996
BBA, Accounting
Pace University - Lubin School of Business 1992 — 1996
PEF Services LLC October 2014 - Present
KPMG July 2014 - October 2014
Rothstein Kass November 2012 - June 2014
St. John's University September 2011 - May 2012
Becker Professional Education September 2011 - May 2012
Rothstein Kass June 2011 - September 2011
Reuben Warner Associates March 2008 - May 2011
Skills
Accounting, Analysis, Entrepreneurship, GAAP, Event Planning, Financial Reporting, Interviews, Microsoft Excel, PowerPoint, QuickBooks, Social Networking, Teaching
Education
Saint John's University - Peter J. Tobin College of Business 2011 — 2012
MBA
Saint John's University - Peter J. Tobin College of Business 2008 — 2011
BS in Accounting
PEF Services, LLC December 2009 - Present
Bruno DiBello & Co., LLC November 2008 - December 2009
Skills
Account Reconciliation, Accounting, Auditing, Due Diligence, Financial Statements, Financial Analysis, Financial Reporting, GAAP, General Ledger, Payroll, Private Equity, Tax
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
BS, Accounting
PEF Services LLC August 2013 - Present
Rubenstein Public Relations January 2013 - August 2013
Nelligan Sports Marketing 2001 - 2013
Skills
Sports Management, Sports Marketing, Sponsorship, Accounting
Education
Penn State University
Bachelor of Science (B.S.), Accounting
PEF Services LLC March 2014 - Present
SML November 2012 - February 2014
TRANZACT May 2012 - July 2012
CSC July 2010 - May 2012
UMS Group 2010 - 2010
ZK SOFTWARE January 2009 - March 2009
CSC July 2008 - November 2008
Bristol-Myers Squibb June 2006 - August 2006
Chubb and Son Insurance Company May 2005 - August 2005
Chubb and Son Insurance Company June 2004 - August 2004
Skills
SDLC, Integration, Management, Visio, Business Analysis, Software Documentation, HTML, Testing, Requirements Analysis, Analysis, Leadership, Creativity, Entrepreneurship, Business Process, Business Requirements, Project Management, Agile Methodologies, Business Process..., IT Strategy, User Acceptance Testing, Requirements Gathering, Process Improvement, Consulting
Education
Syracuse University 2004 — 2008
Bachelor of Science (BS), Information Technology
Syracuse University, The School of Information StudiesSyracuse, New York 2004 — 2008
Bachelor of Science, Information Technology; Information Technology
PEF Services LLC September 2014 - Present
Grosvenor Capital Management, L.P. January 2014 - September 2014
Credit Suisse June 2008 - January 2014
Deloitte & Touche October 1997 - June 2008
Education
Seton Hall University 1994 — 1997
BS, Accounting
PEF Services LLC August 2015 - Present
PEF Services LLC August 2015 - Present
allthingsmedia February 2014 - Present
UnitedHealth Group May 2005 - October 2009
AIG August 2004 - May 2005
Quest Diagnostics September 1999 - July 2004
ADP May 1994 - January 1998
Skills
Management, Process Improvement, Test Planning, Testing
Education
Thomas Edison State College 2008 — 2013
Bachelor's degree, Business/History, 3.13
PEF Services LLC January 2015 - Present
TechnoLogicRepair / Striking Web Solutions May 2008 - Present
Boy Scout Troop 15 2004 - Present
PEF Services LLC May 2011 - December 2014
League Arena LLC July 2010 - December 2014
DJs4Less January 2004 - December 2014
Micro Data Systems, Inc. May 2010 - May 2011
Excel Learning Learning Center & Day Camp June 2003 - December 2010
NJIT 2007 - May 2010
Skills
SQL, Linux, PHP, Windows, Database Design, MySQL, HTML, Microsoft Office, Apache, SharePoint, Databases, IIS, Web Applications, Web Design, Network Administration, CSS, OS X, Windows 7, Operating Systems
Education
New Jersey Institute of Technology 2007 — 2010
BS, Information Technology & Web Applications
Lenape High School 2002 — 2006
High School Diploma, Information Technology
UPMC January 2015 - Present
PEF Services LLC 2014 - 2014
Skills
Quality Assurance, HP Quality Center, JIRA, Selenium WebDriver, Agile & Waterfall..., Scrum, SDLC, Functional Testing, Regression Testing, Smoke Testing, End-to-end Testing, User Acceptance Testing, Bugzilla, Eclipse, Tableau, SQL, Changepoint, Microsoft Office, SOX 404, Visio
Education
New Jersey Institute of Technology 2013 — 2014
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