Rinet Company, LLC
Description
Founded: 1974 Subsidiary: Rinet Company, LLC, Asset Management Arm
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Rinet Company, LLC Employees
Employee
Years
Job
Industry
Connor Smith-Subecz Connor Smith-Subecz's Rinet Company, LLC Experience January 2014 - June 2014
Job Student at Northeastern University
Industry Financial Services
Experience
RINET Company, LLC January 2014 - June 2014
Gray, Gray & Gray January 2013 - April 2013
Skills
Microsoft Office, ProSystem fx Tax, ProSystem fx Engagement, Financial Statement..., Tax Preparation, Financial Planning
Education
Northeastern University 2011 — 2016
Northeastern University 2011 — 2016
RINET Company, LLC January 2014 - June 2014
Gray, Gray & Gray January 2013 - April 2013
Skills
Microsoft Office, ProSystem fx Tax, ProSystem fx Engagement, Financial Statement..., Tax Preparation, Financial Planning
Education
Northeastern University 2011 — 2016
Northeastern University 2011 — 2016
Lisa Ekin Farrier, CFP® Lisa Ekin Farrier, CFP®'s Rinet Company, LLC Experience October 2001 - June 2002
Job Associate Advisor at Open Window Financial Solutions
Industry Financial Services
Experience
Open Window Financial Solutions, Ltd. December 2013 - Present
TCI Wealth Advisors, Inc. December 2004 - November 2013
Plumas Bank October 2003 - December 2004
Linsco/Private Ledger October 2002 - October 2003
RINET Company, LLC October 2001 - June 2002
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude
Kaplan University
CFP Professional Education Program
Open Window Financial Solutions, Ltd. December 2013 - Present
TCI Wealth Advisors, Inc. December 2004 - November 2013
Plumas Bank October 2003 - December 2004
Linsco/Private Ledger October 2002 - October 2003
RINET Company, LLC October 2001 - June 2002
Education
University of Colorado Boulder 1995 — 1999
Bachelor of Science (BS) in Businesss Administration, Finance, Cum Laude
Kaplan University
CFP Professional Education Program
Shefena Kong Shefena Kong's Rinet Company, LLC Experience June 2005 - December 2005
Job Consultant HTMS, an Emdeon Company, Project Manager Emdeon Business Services
Industry Information Technology and Services
Experience
HTMS June 2010 - Present
Fallon Community Health Plan November 2007 - June 2010
The Revere Group June 2007 - June 2010
Wellington Mgt Co LLP July 2006 - January 2007
RINET Company, LLC June 2005 - December 2005
Robeco Investment Management June 2004 - December 2004
Skills
Business Analysis, Business Intelligence, Healthcare Information..., Vendor Management, Software Project..., SharePoint, Software Documentation, SQL, SDLC, Requirements Gathering, Requirements Analysis, Project Portfolio..., Project Management, Program Management, Process Improvement, Integration
Education
Northeastern University 2002 — 2007
Finance, MIS
Middletown High School 1999 — 2002
HTMS June 2010 - Present
Fallon Community Health Plan November 2007 - June 2010
The Revere Group June 2007 - June 2010
Wellington Mgt Co LLP July 2006 - January 2007
RINET Company, LLC June 2005 - December 2005
Robeco Investment Management June 2004 - December 2004
Skills
Business Analysis, Business Intelligence, Healthcare Information..., Vendor Management, Software Project..., SharePoint, Software Documentation, SQL, SDLC, Requirements Gathering, Requirements Analysis, Project Portfolio..., Project Management, Program Management, Process Improvement, Integration
Education
Northeastern University 2002 — 2007
Finance, MIS
Middletown High School 1999 — 2002
Danielle MacKinnon, CFP® Danielle MacKinnon, CFP®'s Rinet Company, LLC Experience June 2001 - November 2004
Job Vice President, Senior Finanacial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC November 2004 - June 2012
RINET Company, LLC June 2001 - November 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance and Operations Management
The Colony Group July 2012 - Present
Mintz Levin Financial Advisors, LLC November 2004 - June 2012
RINET Company, LLC June 2001 - November 2004
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
BBA, Finance and Operations Management
Andrew Shepard, CFA Andrew Shepard, CFA's Rinet Company, LLC Experience November 2014 - Present
Job Director at RINET Company, LLC
Industry Investment Management
Experience
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
Kathryn Savasuk Kathryn Savasuk's Rinet Company, LLC Experience 2011 - December 2013
Job Coordinator, International Advancement at Harvard University
Industry Higher Education
Experience
Harvard University January 2015 - Present
Harvard University December 2013 - December 2014
RINET Company, LLC 2011 - December 2013
Bowdoin College May 2011 - June 2011
Company Agenda June 2010 - August 2010
Maine State Ballet June 2000 - August 2008
Skills
Microsoft Office, Research, Budgets, Customer Service, Press Releases, Microsoft Excel
Education
Bowdoin College 2007 — 2011
Economics and Dance
The London School of Economics and Political Science (LSE)
Environmental and Developmental Economics
Trinity Laban 2009 — 2010
Dance technique, history and choreography
Harvard University January 2015 - Present
Harvard University December 2013 - December 2014
RINET Company, LLC 2011 - December 2013
Bowdoin College May 2011 - June 2011
Company Agenda June 2010 - August 2010
Maine State Ballet June 2000 - August 2008
Skills
Microsoft Office, Research, Budgets, Customer Service, Press Releases, Microsoft Excel
Education
Bowdoin College 2007 — 2011
Economics and Dance
The London School of Economics and Political Science (LSE)
Environmental and Developmental Economics
Trinity Laban 2009 — 2010
Dance technique, history and choreography
Kaitlyn Brant, CFA Kaitlyn Brant, CFA's Rinet Company, LLC Experience June 2009 - December 2009
Job Associate, Investor Relations at Blue Harbour Group
Industry Financial Services
Experience
Blue Harbour Group April 2014 - Present
Bain Capital July 2013 - April 2014
Bain Capital July 2011 - July 2013
Bain Capital June 2010 - July 2011
RINET Company, LLC June 2009 - December 2009
BlackRock June 2008 - December 2008
General Electric July 2007 - December 2007
Education
Northeastern University 2005 — 2010
BSBA
Centre d’Etudes Franco Americain de Management 2008 — 2008
Blue Harbour Group April 2014 - Present
Bain Capital July 2013 - April 2014
Bain Capital July 2011 - July 2013
Bain Capital June 2010 - July 2011
RINET Company, LLC June 2009 - December 2009
BlackRock June 2008 - December 2008
General Electric July 2007 - December 2007
Education
Northeastern University 2005 — 2010
BSBA
Centre d’Etudes Franco Americain de Management 2008 — 2008
Jo-Ann Silva Martin Jo-Ann Silva Martin's Rinet Company, LLC Experience August 1994 - November 1998
Job Tax Specialist at Nixon Peabody LLP
Industry Law Practice
Experience
Nixon Peabody LLP November 2014 - Present
Choate, Hall & Stewart December 2004 - October 2014
Vinfen December 2000 - December 2004
Provident Financial Management November 1998 - December 2000
RINET Company, LLC August 1994 - November 1998
Skills
Tax, Income Tax, Tax Accounting, Tax Preparation, General Ledger, Accounting, Trusts, Accounts Receivable, Financial Analysis
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Accounting
Nixon Peabody LLP November 2014 - Present
Choate, Hall & Stewart December 2004 - October 2014
Vinfen December 2000 - December 2004
Provident Financial Management November 1998 - December 2000
RINET Company, LLC August 1994 - November 1998
Skills
Tax, Income Tax, Tax Accounting, Tax Preparation, General Ledger, Accounting, Trusts, Accounts Receivable, Financial Analysis
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Accounting
Kyle Pirolli Kyle Pirolli's Rinet Company, LLC Experience January 2010 - Present
Job Senior Client Advisor at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC January 2010 - Present
Northeastern University January 2008 - May 2011
Ercolini & Company LLP January 2009 - June 2009
Procter & Gamble January 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Auditing, Management, Financial Statements, Account Reconciliation, Financial Analysis, Financial Reporting
Education
Northeastern University 2011 — 2014
Master of Science in Taxation
Northeastern University 2006 — 2011
Bachelor of Science Degree, Accounting, Finance & Insurance
The Chinese University of Hong Kong 2009 — 2009
Finance
RINET Company, LLC January 2010 - Present
Northeastern University January 2008 - May 2011
Ercolini & Company LLP January 2009 - June 2009
Procter & Gamble January 2008 - July 2008
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Auditing, Management, Financial Statements, Account Reconciliation, Financial Analysis, Financial Reporting
Education
Northeastern University 2011 — 2014
Master of Science in Taxation
Northeastern University 2006 — 2011
Bachelor of Science Degree, Accounting, Finance & Insurance
The Chinese University of Hong Kong 2009 — 2009
Finance
Olivia Beckwith Olivia Beckwith's Rinet Company, LLC Experience June 2011 - July 2011
Job Account Executive at PAN Communications
Industry Public Relations and Communications
Experience
PAN Communications May 2015 - Present
PAN Communications September 2014 - May 2015
Harding-Lane, Inc. May 2013 - February 2014
Harding-Lane, Inc. June 2012 - September 2012
McNeil, Gray and Rice June 2012 - August 2012
Isabel Harvey June 2011 - August 2011
RINET Company, LLC June 2011 - July 2011
Skills
Cision, Press Releases, Media Relations, Facebook, Public Relations, Social Media, Blogging, Social Networking, Social Media Marketing, Strategic Communications, Corporate Communications, Marketing Communications
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
DIS- Danish Institute for Study Abroad
Communications and Mass Media
PAN Communications May 2015 - Present
PAN Communications September 2014 - May 2015
Harding-Lane, Inc. May 2013 - February 2014
Harding-Lane, Inc. June 2012 - September 2012
McNeil, Gray and Rice June 2012 - August 2012
Isabel Harvey June 2011 - August 2011
RINET Company, LLC June 2011 - July 2011
Skills
Cision, Press Releases, Media Relations, Facebook, Public Relations, Social Media, Blogging, Social Networking, Social Media Marketing, Strategic Communications, Corporate Communications, Marketing Communications
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
DIS- Danish Institute for Study Abroad
Communications and Mass Media
Ying Lin Ying Lin's Rinet Company, LLC Experience January 2013 - May 2013
Job Staff Accountant at Smarter Travel
Industry Accounting
Experience
Smarter Travel, A TripAdvisor Company March 2014 - Present
Paul McCoy Family Office Services LLP June 2013 - September 2013
RINET Company, LLC January 2013 - May 2013
Northeastern University September 2011 - December 2012
PwC June 2012 - August 2012
PwC January 2012 - May 2012
PricewaterhouseCoopers January 2011 - May 2011
Northeastern University September 2010 - December 2010
Northeastern University September 2010 - December 2010
Investor Group Services (IGS) May 2010 - June 2010
Skills
Solid computer skills, Languages, People Skills, Chinese, Microsoft Excel, Microsoft Word, PowerPoint, GoSystems, RPM, Customer Service, Problem Solving, Photoshop, Mandarin, Cantonese, Fundraising, Financial Modeling, Corporate Finance, Leadership, Business Strategy, Public Speaking, Microsoft Office, Financial Analysis, HTML, Management, US GAAP, Valuation, SPSS, Event Planning, Auditing, Editing, Social Media Marketing, Finance, Outlook, Budgets, Analytical Skills, Access, Recruiting, Critical Thinking, Teaching, Research, Financial Accounting, Teamwork, Data Analysis, Higher Education, Financial Reporting, Bloomberg, Market Research, Software Documentation, Data Entry, Accounting
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree, Business Administration; Accounting and Financing
Smarter Travel, A TripAdvisor Company March 2014 - Present
Paul McCoy Family Office Services LLP June 2013 - September 2013
RINET Company, LLC January 2013 - May 2013
Northeastern University September 2011 - December 2012
PwC June 2012 - August 2012
PwC January 2012 - May 2012
PricewaterhouseCoopers January 2011 - May 2011
Northeastern University September 2010 - December 2010
Northeastern University September 2010 - December 2010
Investor Group Services (IGS) May 2010 - June 2010
Skills
Solid computer skills, Languages, People Skills, Chinese, Microsoft Excel, Microsoft Word, PowerPoint, GoSystems, RPM, Customer Service, Problem Solving, Photoshop, Mandarin, Cantonese, Fundraising, Financial Modeling, Corporate Finance, Leadership, Business Strategy, Public Speaking, Microsoft Office, Financial Analysis, HTML, Management, US GAAP, Valuation, SPSS, Event Planning, Auditing, Editing, Social Media Marketing, Finance, Outlook, Budgets, Analytical Skills, Access, Recruiting, Critical Thinking, Teaching, Research, Financial Accounting, Teamwork, Data Analysis, Higher Education, Financial Reporting, Bloomberg, Market Research, Software Documentation, Data Entry, Accounting
Education
Northeastern University 2009 — 2013
Bachelor of Science Degree, Business Administration; Accounting and Financing
Amanda MacDonald's Rinet Company, LLC Experience April 2015 - Present
Job Administrative Assistant
Industry Financial Services
Experience
RINET Company, LLC April 2015 - Present
J. Jill Headquarters March 2014 - April 2015
Saks Fifth Avenue November 2013 - March 2014
Personal Assistant to CEO September 2013 - October 2013
Mercer February 2012 - July 2013
UNICCO UGL SECURE SERVICES, INC. September 2010 - February 2012
Green Tangerine Spa and Salon September 2008 - 2012
Skills
Outlook, Time Management, Administrative..., PowerPoint, Travel Arrangements, Concur, Calendars, Confidentiality, Microsoft Excel, Telephone Skills, General Administrative..., Purchase Orders, iExpense, Catering Orders, Organization, Customer Service, Social Networking, Teamwork, Client Relations Skills, Infinium, Vendor Relationships
Education
Paul Mitchell the School-Rhode Island 2007 — 2008
Licensed Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Foxboro High School
RINET Company, LLC April 2015 - Present
J. Jill Headquarters March 2014 - April 2015
Saks Fifth Avenue November 2013 - March 2014
Personal Assistant to CEO September 2013 - October 2013
Mercer February 2012 - July 2013
UNICCO UGL SECURE SERVICES, INC. September 2010 - February 2012
Green Tangerine Spa and Salon September 2008 - 2012
Skills
Outlook, Time Management, Administrative..., PowerPoint, Travel Arrangements, Concur, Calendars, Confidentiality, Microsoft Excel, Telephone Skills, General Administrative..., Purchase Orders, iExpense, Catering Orders, Organization, Customer Service, Social Networking, Teamwork, Client Relations Skills, Infinium, Vendor Relationships
Education
Paul Mitchell the School-Rhode Island 2007 — 2008
Licensed Esthetician, Aesthetician/Esthetician and Skin Care Specialist
Foxboro High School
Kathaleen Coelho, CPA, CFP®'s Rinet Company, LLC Experience August 2004 - Present
Job Senior Client Advisor at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC August 2004 - Present
Scott O. Gershaw, CPA/PFS January 2000 - July 2004
Arrow Automotive Industries, Inc. June 1982 - May 1999
Skills
Portfolio Management, Strategic Financial..., Estate Planning, Wealth Management, Multi-generational..., Income Tax, Philanthropic Strategies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
Master of Science (MS), Financial Planning and Services
Bentley University 1976 — 1978
Bachelor's degree, Accounting and Business/Management
RINET Company, LLC August 2004 - Present
Scott O. Gershaw, CPA/PFS January 2000 - July 2004
Arrow Automotive Industries, Inc. June 1982 - May 1999
Skills
Portfolio Management, Strategic Financial..., Estate Planning, Wealth Management, Multi-generational..., Income Tax, Philanthropic Strategies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2003
Master of Science (MS), Financial Planning and Services
Bentley University 1976 — 1978
Bachelor's degree, Accounting and Business/Management
Patrick Flynn Patrick Flynn's Rinet Company, LLC Experience January 2007 - June 2007
Job Vice President of Business Development at Cortica
Industry Internet
Experience
Cortica August 2014 - Present
Cortica June 2013 - August 2014
adMarketplace May 2011 - June 2013
NCMFX, Inc. January 2009 - May 2011
Credit Suisse January 2008 - June 2008
RINET Company, LLC January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
Skills
Financial Analysis, Financial Reporting, PPC, Financial Planners, Publisher Management, Internet Advertising, Pay Per Click..., SQL, Vertica, Microsoft Excel, Data Analysis, Relationship Management, Sales, Management, Project Management, Pattern Recognition, Problem Solving, Business Development, Online Marketing, Publishing, Lead Generation, Online Advertising, Ad Networks, SEM, Search Advertising, Advertising, Mobile Advertising
Education
Northeastern University 2004 — 2008
Bachelors, Finance, Accounting
Masuk HS
Cortica August 2014 - Present
Cortica June 2013 - August 2014
adMarketplace May 2011 - June 2013
NCMFX, Inc. January 2009 - May 2011
Credit Suisse January 2008 - June 2008
RINET Company, LLC January 2007 - June 2007
PricewaterhouseCoopers January 2006 - June 2006
Skills
Financial Analysis, Financial Reporting, PPC, Financial Planners, Publisher Management, Internet Advertising, Pay Per Click..., SQL, Vertica, Microsoft Excel, Data Analysis, Relationship Management, Sales, Management, Project Management, Pattern Recognition, Problem Solving, Business Development, Online Marketing, Publishing, Lead Generation, Online Advertising, Ad Networks, SEM, Search Advertising, Advertising, Mobile Advertising
Education
Northeastern University 2004 — 2008
Bachelors, Finance, Accounting
Masuk HS
Jenny Reagan's Rinet Company, LLC Experience April 2014 - Present
Job Actress in Boston/Client Advisor at RINET Company, LLC
Industry Entertainment
Experience
RINET Company, LLC April 2014 - Present
Boston Arts June 2003 - Present
Skills
Creative Writing, Microsoft Excel, Outlook, PowerPoint, Facebook, Microsoft Office, Public Speaking, Social Media, Event Planning, Event Management, Microsoft Word, Editing, Social Media Marketing, Customer Service, Research
Education
University of Massachusetts, Amherst 2001 — 2003
B.A.
UMass Dartmouth 1999 — 2001
RINET Company, LLC April 2014 - Present
Boston Arts June 2003 - Present
Skills
Creative Writing, Microsoft Excel, Outlook, PowerPoint, Facebook, Microsoft Office, Public Speaking, Social Media, Event Planning, Event Management, Microsoft Word, Editing, Social Media Marketing, Customer Service, Research
Education
University of Massachusetts, Amherst 2001 — 2003
B.A.
UMass Dartmouth 1999 — 2001
Sue Gorman's Rinet Company, LLC Experience July 2004 - February 2009
Job Vice President and Portfolio Manager
Industry Investment Management
Experience
Wilmington Trust April 2009 - Present
Citi Performing Arts Center January 2014 - Present
RINET Company LLC July 2004 - February 2009
Ernst & Young June 1998 - July 2004
Skills
Strategic Financial..., Wealth Management, Investments, Asset Allocation, High Net Worth..., Tax, Alternative Investments, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management
Education
Bentley University
BS, Finance, General
Wilmington Trust April 2009 - Present
Citi Performing Arts Center January 2014 - Present
RINET Company LLC July 2004 - February 2009
Ernst & Young June 1998 - July 2004
Skills
Strategic Financial..., Wealth Management, Investments, Asset Allocation, High Net Worth..., Tax, Alternative Investments, Investment Management, Investment Strategies, Equities, Investment Advisory, Asset Management, Mutual Funds, Hedge Funds, Portfolio Management
Education
Bentley University
BS, Finance, General
Kieran Klehm's Rinet Company, LLC Experience 2010 - 2013
Job Consultant
Industry Financial Services
Experience
Independent Consultant 2014 - Present
RINET Company, LLC 2010 - 2013
RINET Company, LLC 2008 - 2009
Brook Venture Partners March 2008 - May 2008
DDJ Capital Management May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Investments, Hedge Funds, Wealth Management, Financial Services, Financial Analysis, Risk Management, Equities, Financial Reporting, Fixed Income, Strategic Financial..., Accounting, Valuation, Financial Markets, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
Courses related to Masters in Finance
Bentley University 2004 — 2008
B.S. Finance
Independent Consultant 2014 - Present
RINET Company, LLC 2010 - 2013
RINET Company, LLC 2008 - 2009
Brook Venture Partners March 2008 - May 2008
DDJ Capital Management May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Investments, Hedge Funds, Wealth Management, Financial Services, Financial Analysis, Risk Management, Equities, Financial Reporting, Fixed Income, Strategic Financial..., Accounting, Valuation, Financial Markets, Bloomberg
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2011
Courses related to Masters in Finance
Bentley University 2004 — 2008
B.S. Finance
Maryanne Orscher Maryanne Orscher's Rinet Company, LLC Experience January 2008 - June 2008
Job Senior Accountant at Ipreo
Industry Accounting
Experience
Ipreo July 2014 - Present
Ipreo September 2011 - June 2014
Filomeno & Company January 2011 - September 2011
RINET Company, LLC January 2008 - June 2008
New Boston Fund, Inc January 2007 - December 2007
Skills
Accounting, Financial Analysis, Tax, Microsoft Excel, Account Reconciliation, ProSystem fx Tax, Financial Statements, Journal Entries, Variance Analysis, Outlook, Great Plains Software, Sales & Use Tax, ADP Payroll, Revenue
Education
University of Hartford
Bachelor of Science Degree
Northeastern University 2005 — 2008
Glastonbury High School 2001 — 2005
Ipreo July 2014 - Present
Ipreo September 2011 - June 2014
Filomeno & Company January 2011 - September 2011
RINET Company, LLC January 2008 - June 2008
New Boston Fund, Inc January 2007 - December 2007
Skills
Accounting, Financial Analysis, Tax, Microsoft Excel, Account Reconciliation, ProSystem fx Tax, Financial Statements, Journal Entries, Variance Analysis, Outlook, Great Plains Software, Sales & Use Tax, ADP Payroll, Revenue
Education
University of Hartford
Bachelor of Science Degree
Northeastern University 2005 — 2008
Glastonbury High School 2001 — 2005
Lisa Burrows, CFA Lisa Burrows, CFA's Rinet Company, LLC Experience September 2005 - September 2009
Job Senior National Accounts Manager at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management September 2013 - Present
State Street Global Advisors August 2012 - September 2013
Old Mutual Asset Management September 2009 - July 2012
Rinet Company, LLC September 2005 - September 2009
US Trust 2003 - 2005
Education
Colgate University 1998 — 2002
BA, Economics
AQR Capital Management September 2013 - Present
State Street Global Advisors August 2012 - September 2013
Old Mutual Asset Management September 2009 - July 2012
Rinet Company, LLC September 2005 - September 2009
US Trust 2003 - 2005
Education
Colgate University 1998 — 2002
BA, Economics
Cathleen (Croft) Sullivan Cathleen (Croft) Sullivan's Rinet Company, LLC Experience 2001 - 2004
Job Trust Administrator at Nixon Peabody LLP
Industry Law Practice
Experience
Sitters Without Borders 2014 - Present
Nixon Peabody 2012 - Present
Palmer & Dodge LLP 2004 - 2012
Edwards Wildman Palmer LLP 2004 - 2012
Choate Hall & Stewart LLP 2006 - 2009
RINET Company, LLC 2001 - 2004
Evergreen Investments 1997 - 2001
Skills
Estate Planning, Corporate Governance, Bankruptcy, Securities, Legal Research, Estate Administration, Legal Writing, Trusts, Due Diligence, Tax, Tax Law, Wills, Estate Law
Education
Northeastern University 1988 — 2009
BSBA, FINANCE, summa cum laude
Northeastern University
Bachelor of Science (B.S.), Finance, General
Sitters Without Borders 2014 - Present
Nixon Peabody 2012 - Present
Palmer & Dodge LLP 2004 - 2012
Edwards Wildman Palmer LLP 2004 - 2012
Choate Hall & Stewart LLP 2006 - 2009
RINET Company, LLC 2001 - 2004
Evergreen Investments 1997 - 2001
Skills
Estate Planning, Corporate Governance, Bankruptcy, Securities, Legal Research, Estate Administration, Legal Writing, Trusts, Due Diligence, Tax, Tax Law, Wills, Estate Law
Education
Northeastern University 1988 — 2009
BSBA, FINANCE, summa cum laude
Northeastern University
Bachelor of Science (B.S.), Finance, General
Erin Morvay Erin Morvay's Rinet Company, LLC Experience February 2015 - April 2015
Job Northeastern University Graduate
Industry Accounting
Experience
RINET Company, LLC February 2015 - April 2015
Northeastern University September 2013 - April 2015
CohnReznick LLP July 2014 - August 2014
RINET Company, LLC January 2014 - June 2014
CohnReznick LLP January 2013 - April 2013
Philips Lifeline January 2012 - June 2012
Skills
Accounts Payable, Accounts Receivable, Auditing, Accounting, Financial Reporting, Financial Accounting, General Ledger, Financial Analysis, Tax, Financial Statements, Finance, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Tax Returns
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting, Finance, and English
RINET Company, LLC February 2015 - April 2015
Northeastern University September 2013 - April 2015
CohnReznick LLP July 2014 - August 2014
RINET Company, LLC January 2014 - June 2014
CohnReznick LLP January 2013 - April 2013
Philips Lifeline January 2012 - June 2012
Skills
Accounts Payable, Accounts Receivable, Auditing, Accounting, Financial Reporting, Financial Accounting, General Ledger, Financial Analysis, Tax, Financial Statements, Finance, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Tax Returns
Education
Northeastern University 2010 — 2015
Bachelor of Science in Business Administration (BSBA), Accounting, Finance, and English
Jason Edinger, CFA's Rinet Company, LLC Experience March 2015 - Present
Job Senior Research Analyst at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC March 2015 - Present
SU in Boston Alumni Club September 2015 - Present
Twin Focus Capital Partners LLC May 2014 - February 2015
Twin Focus Capital Partners LLC January 2012 - May 2014
State Street May 2010 - January 2012
US Army May 2006 - May 2010
Skills
Portfolio Management, Financial Analysis, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Corporate Finance, Options, Trading, Private Equity, Derivatives, Venture Capital, Market Analysis, Series 65, Military Operations, Institutional Investors
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
Cheyenne Mountain High School 1998 — 2001
RINET Company, LLC March 2015 - Present
SU in Boston Alumni Club September 2015 - Present
Twin Focus Capital Partners LLC May 2014 - February 2015
Twin Focus Capital Partners LLC January 2012 - May 2014
State Street May 2010 - January 2012
US Army May 2006 - May 2010
Skills
Portfolio Management, Financial Analysis, Bloomberg, Asset Management, Hedge Funds, Capital Markets, Corporate Finance, Options, Trading, Private Equity, Derivatives, Venture Capital, Market Analysis, Series 65, Military Operations, Institutional Investors
Education
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
BS, Finance
Cheyenne Mountain High School 1998 — 2001
Hillary Gras Hillary Gras's Rinet Company, LLC Experience January 2010 - June 2010
Job Vice President Corporate Portfolio Manager at BankUnited
Industry Financial Services
Experience
BankUnited January 2015 - Present
Soul Body, LLC October 2014 - Present
GE Capital July 2013 - December 2014
GE Capital July 2011 - June 2013
PowerAdvocate September 2010 - July 2011
RINET Company, LLC January 2010 - June 2010
PowerAdvocate January 2009 - December 2009
MFS Investment Management July 2008 - December 2008
MFS Investment Management January 2008 - July 2008
Skills
Financial Modeling, Investments, Risk Management, Portfolio Management, Credit, Business Development, Financial Services, Risk Analytics, Venture Financing, Financial Accounting, Capital Budgeting, Community Outreach, Salesforce.com, SimpLean, Event Planning, Recruitment, Microfinance, Microsoft Excel, Mergers & Acquisitions
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Summa Cum Laude, Finance, Social Entrepreneurship
TSiBA 2009 — 2009
Social Entrepreneurship
Phillips Exeter Academy 2003 — 2006
BankUnited January 2015 - Present
Soul Body, LLC October 2014 - Present
GE Capital July 2013 - December 2014
GE Capital July 2011 - June 2013
PowerAdvocate September 2010 - July 2011
RINET Company, LLC January 2010 - June 2010
PowerAdvocate January 2009 - December 2009
MFS Investment Management July 2008 - December 2008
MFS Investment Management January 2008 - July 2008
Skills
Financial Modeling, Investments, Risk Management, Portfolio Management, Credit, Business Development, Financial Services, Risk Analytics, Venture Financing, Financial Accounting, Capital Budgeting, Community Outreach, Salesforce.com, SimpLean, Event Planning, Recruitment, Microfinance, Microsoft Excel, Mergers & Acquisitions
Education
Northeastern University 2006 — 2011
Bachelor of Science in Business Administration, Summa Cum Laude, Finance, Social Entrepreneurship
TSiBA 2009 — 2009
Social Entrepreneurship
Phillips Exeter Academy 2003 — 2006
Robert Florek's Rinet Company, LLC Experience September 2001 - November 2009
Job Integrated Wealth and Tax Management
Industry Financial Services
Experience
Florek Financial, LLC December 2009 - Present
RINET Company, LLC September 2001 - November 2009
PricewaterhouseCoopers September 1996 - September 2001
Skills
High Net Worth..., Financial Analysis, Finance, Investments, Wealth, Tax, Hedge Funds, Estate Planning, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Master's Degree, Taxation, High Distinction
Boston College 1992 — 1996
Bachelor of Science, Accounting and Finance
Florek Financial, LLC December 2009 - Present
RINET Company, LLC September 2001 - November 2009
PricewaterhouseCoopers September 1996 - September 2001
Skills
High Net Worth..., Financial Analysis, Finance, Investments, Wealth, Tax, Hedge Funds, Estate Planning, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2004
Master's Degree, Taxation, High Distinction
Boston College 1992 — 1996
Bachelor of Science, Accounting and Finance
Wilson Yi Wilson Yi's Rinet Company, LLC Experience October 2012 - Present
Job Client Advisor at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC October 2012 - Present
Gibson Sotheby's International Realty November 2002 - Present
H&R Block December 2008 - April 2014
H&R Block December 2010 - October 2012
American Personnel October 2010 - August 2012
Walsh, Jastrem & Browne, LLP January 2005 - October 2005
Gibson Sotheby's International Realty July 2002 - April 2005
Walsh, Jastrem & Browne, LLP January 2004 - December 2004
MFS Investment Management September 2000 - July 2001
MFS Investment Management July 1998 - August 2000
Skills
Investments, Real Estate, Luxury, Referrals, Relocation, Investment Properties, Condos, Sellers, Finance, Real Estate Financing, Single Family Homes, Property, Investors, Buyer Representation, Buyers, Listings, First Time Home Buyers, New Home Sales, Income Tax, Residential Homes, Selling, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Wealth Management..., 401k Rollovers, Alternative Investments, Estate Tax Planning, High Net Worth..., Income Property, Inheritance Tax Planning, Intergenerational..., Investment Advisory, Investment Strategies, Multi-generational..., Multi-generational..., Personal Tax Planning, Retirement Benefits, Retirement Savings, Series 65, Strategic Financial..., Tax-planning, Tax Preparation, Tax Returns
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management
Boston Latin School 1986 — 1990
College Preparatory Program
RINET Company, LLC October 2012 - Present
Gibson Sotheby's International Realty November 2002 - Present
H&R Block December 2008 - April 2014
H&R Block December 2010 - October 2012
American Personnel October 2010 - August 2012
Walsh, Jastrem & Browne, LLP January 2005 - October 2005
Gibson Sotheby's International Realty July 2002 - April 2005
Walsh, Jastrem & Browne, LLP January 2004 - December 2004
MFS Investment Management September 2000 - July 2001
MFS Investment Management July 1998 - August 2000
Skills
Investments, Real Estate, Luxury, Referrals, Relocation, Investment Properties, Condos, Sellers, Finance, Real Estate Financing, Single Family Homes, Property, Investors, Buyer Representation, Buyers, Listings, First Time Home Buyers, New Home Sales, Income Tax, Residential Homes, Selling, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Wealth Management..., 401k Rollovers, Alternative Investments, Estate Tax Planning, High Net Worth..., Income Property, Inheritance Tax Planning, Intergenerational..., Investment Advisory, Investment Strategies, Multi-generational..., Multi-generational..., Personal Tax Planning, Retirement Benefits, Retirement Savings, Series 65, Strategic Financial..., Tax-planning, Tax Preparation, Tax Returns
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management
Boston Latin School 1986 — 1990
College Preparatory Program
Matthew Badavas, CFP® Matthew Badavas, CFP®'s Rinet Company, LLC Experience February 2010 - April 2010
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
SCS Financial April 2012 - Present
JDJ Resources June 2010 - March 2012
RINET Company, LLC February 2010 - April 2010
RINET Company, LLC January 2009 - June 2009
Parent, McLaughlin & Nangle, CPAs January 2008 - September 2008
Skills
Quickbooks, Excel, Reconciliation, Word, Quicken, Accounting, Financial Reporting, Outlook, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Payroll Processing, Budgeting, General Ledger, Account Reconciliation, Cash Flow, Asset Allocation, Strategic Financial..., Financial Analysis, Microsoft Excel, QuickBooks, Budgets, Finance, Financial Statements
Education
Northeastern University 2005 — 2010
Bachelor of Science Degree, Business Administration; Accounting
Jonathon Gais Jonathon Gais's Rinet Company, LLC Experience October 2008 - August 2013
Job Management Consultant Wealth & Asset Management Advisory
Industry Management Consulting
Experience
EY January 2015 - Present
Freelance Consultant September 2013 - December 2014
RINET Company, LLC October 2008 - August 2013
Tufts Men's Crew September 2011 - June 2012
Ameriprise Financial Services, Inc. October 2006 - July 2008
House of Commons September 2004 - January 2005
Skills
Strategic Financial..., Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Hedge Funds, Equities, Management, Research, Fixed Income, Risk Management, Insurance Planning, Estate Planning, Microsoft Office, Client Relationship..., Financial Planning
Education
Tufts University 2002 — 2006
BA, Economics
UCL 2004 — 2005
Economics and Geography
EY January 2015 - Present
Freelance Consultant September 2013 - December 2014
RINET Company, LLC October 2008 - August 2013
Tufts Men's Crew September 2011 - June 2012
Ameriprise Financial Services, Inc. October 2006 - July 2008
House of Commons September 2004 - January 2005
Skills
Strategic Financial..., Investments, Finance, Financial Analysis, Asset Allocation, Wealth Management, Hedge Funds, Equities, Management, Research, Fixed Income, Risk Management, Insurance Planning, Estate Planning, Microsoft Office, Client Relationship..., Financial Planning
Education
Tufts University 2002 — 2006
BA, Economics
UCL 2004 — 2005
Economics and Geography
Irina Grinberg, MST's Rinet Company, LLC Experience June 2003 - Present
Job Senior Consultant RINET Company, LLC
Industry
Experience
RINET Company, LLC June 2003 - Present
Deloitte & Touche September 2001 - June 2003
Skills
Strategic Financial..., Equities, Wealth Management, Financial Modeling, Financial Analysis, Estate Planning, Hedge Funds, Risk Management, Accounting, Investments, Income Tax, Tax, Financial Reporting, Account Reconciliation, Microsoft Excel
Education
Northeastern University - Graduate School of Business Administration 2003 — 2006
Masters in Taxation
RINET Company, LLC June 2003 - Present
Deloitte & Touche September 2001 - June 2003
Skills
Strategic Financial..., Equities, Wealth Management, Financial Modeling, Financial Analysis, Estate Planning, Hedge Funds, Risk Management, Accounting, Investments, Income Tax, Tax, Financial Reporting, Account Reconciliation, Microsoft Excel
Education
Northeastern University - Graduate School of Business Administration 2003 — 2006
Masters in Taxation
Ken Polay's Rinet Company, LLC Experience 2005 - 2009
Job Director
Industry Financial Services
Experience
Windrose Advisors November 2009 - Present
Rinet Company, LLC 2005 - 2009
Summit Partners 1999 - 2004
The Duchesneau Group, Inc. 1992 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
Windrose Advisors November 2009 - Present
Rinet Company, LLC 2005 - 2009
Summit Partners 1999 - 2004
The Duchesneau Group, Inc. 1992 - 1999
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
Manny Longo's Rinet Company, LLC Experience April 2006 - April 2008
Job Internet Recruitment Consultant at Monster Worldwide
Industry Human Resources
Experience
Monster Worldwide April 2008 - Present
RINET Company, LLC April 2006 - April 2008
Greenpark Mortgage December 2002 - April 2006
Direct Finance Corporation October 2001 - December 2002
Leerink Swann August 2000 - September 2001
Bear Stearns February 1999 - August 2000
Education
Bentley University 1993 — 1998
Monster Worldwide April 2008 - Present
RINET Company, LLC April 2006 - April 2008
Greenpark Mortgage December 2002 - April 2006
Direct Finance Corporation October 2001 - December 2002
Leerink Swann August 2000 - September 2001
Bear Stearns February 1999 - August 2000
Education
Bentley University 1993 — 1998
Katie Vachon, CPA's Rinet Company, LLC Experience July 2007 - April 2008
Job Manager at LMGW Certified Public Accountants LLP
Industry Accounting
Experience
LMGW CPA's LLP November 2010 - Present
Vocker Kristofferson and Co. October 2008 - October 2010
RINET Company, LLC July 2007 - April 2008
Wellington Management July 2006 - January 2007
Manulife Financial July 2005 - December 2005
Skills
Financial Statements, QuickBooks, Account Reconciliation, Auditing, Accounting, Tax, Financial Analysis, Income Tax, General Ledger, Tax Preparation
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Management
Dover High School 1999 — 2003
High School
LMGW CPA's LLP November 2010 - Present
Vocker Kristofferson and Co. October 2008 - October 2010
RINET Company, LLC July 2007 - April 2008
Wellington Management July 2006 - January 2007
Manulife Financial July 2005 - December 2005
Skills
Financial Statements, QuickBooks, Account Reconciliation, Auditing, Accounting, Tax, Financial Analysis, Income Tax, General Ledger, Tax Preparation
Education
Northeastern University 2003 — 2008
BSBA, Accounting, Management
Dover High School 1999 — 2003
High School
Sabrina Condon's Rinet Company, LLC Experience June 1998 - May 2003
Job Client Support Specialist at Commonwealth Cash Management
Industry Financial Services
Experience
Commonwealth Cash Management May 2010 - Present
Semester at Sea 2007 - December 2011
LongVue Advisors September 2004 - March 2009
SCS Financial June 2003 - September 2004
RINET Company, LLC June 1998 - May 2003
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Accounting
Suffolk University
Masters, Taxation
Commonwealth Cash Management May 2010 - Present
Semester at Sea 2007 - December 2011
LongVue Advisors September 2004 - March 2009
SCS Financial June 2003 - September 2004
RINET Company, LLC June 1998 - May 2003
Education
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Accounting
Suffolk University
Masters, Taxation
Peter Gladziszewski's Rinet Company, LLC Experience March 2010 - Present
Job Director of Investment Operations at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC March 2010 - Present
Fidelity Investments September 2009 - February 2010
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2000 - June 2007
IBG/FIAG July 1995 - June 2000
Fidelity Investments October 1993 - July 1995
Fidelity Investments September 1991 - October 1993
First Investors Corporation March 1989 - August 1991
Education
Miami University 1984 — 1988
BS, Finance
RINET Company, LLC March 2010 - Present
Fidelity Investments September 2009 - February 2010
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2000 - June 2007
IBG/FIAG July 1995 - June 2000
Fidelity Investments October 1993 - July 1995
Fidelity Investments September 1991 - October 1993
First Investors Corporation March 1989 - August 1991
Education
Miami University 1984 — 1988
BS, Finance
Brendan Dougherty's Rinet Company, LLC Experience January 2007 - December 2007
Job Portfolio Accountant at Bogle Investment Management
Industry Financial Services
Experience
Bogle Investment Management December 2009 - Present
Third Rock Ventures February 2008 - July 2008
RINET Company, LLC January 2007 - December 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Bachelor's, Finance and Insurance, Accounting
Bogle Investment Management December 2009 - Present
Third Rock Ventures February 2008 - July 2008
RINET Company, LLC January 2007 - December 2007
Wellington Management January 2006 - July 2006
Education
Northeastern University 2003 — 2008
Bachelor's, Finance and Insurance, Accounting
Nicole (Hoagland) Emens's Rinet Company, LLC Experience July 1999 - June 2000
Job Independent Photography Professional
Industry Photography
Experience
Boston Private Bank August 2000 - June 2005
RINET Company, LLC July 1999 - June 2000
The Commonwealth Institute January 1998 - April 1998
Education
Albion College 1995 — 1999
BA, History
Boston Private Bank August 2000 - June 2005
RINET Company, LLC July 1999 - June 2000
The Commonwealth Institute January 1998 - April 1998
Education
Albion College 1995 — 1999
BA, History
Thomas P. Coyne, Jr.'s Rinet Company, LLC Experience December 2003 - June 2005
Job Manager at McGladrey
Industry Accounting
Brian Rivotto's Rinet Company, LLC Experience January 2002 - Present
Job CEO at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC January 2002 - Present
KPMG LLP September 1984 - January 2002
KPMG 1984 - 2002
Skills
Wealth Management, Estate Planning, Hedge Funds, Asset Allocation, Equities, Investments
Education
Northeastern University 1983 — 1984
Master's Degree, Accounting
Hamilton College 1978 — 1982
Bachelor's Degree, Economics
RINET Company, LLC January 2002 - Present
KPMG LLP September 1984 - January 2002
KPMG 1984 - 2002
Skills
Wealth Management, Estate Planning, Hedge Funds, Asset Allocation, Equities, Investments
Education
Northeastern University 1983 — 1984
Master's Degree, Accounting
Hamilton College 1978 — 1982
Bachelor's Degree, Economics
Nancy Crowley's Rinet Company, LLC Experience 2008 - Present
Job Director of Tax at RINET Company, LLC
Industry Investment Banking
Experience
RINET Company, LLC 2008 - Present
UHY Advisors 2003 - 2008
Education
Bentley University
Master’s Degree, Taxation
Bentley University
Master’s Degree, Accounting
Simmons College
Bachelor’s Degree, Political Science and Government
RINET Company, LLC 2008 - Present
UHY Advisors 2003 - 2008
Education
Bentley University
Master’s Degree, Taxation
Bentley University
Master’s Degree, Accounting
Simmons College
Bachelor’s Degree, Political Science and Government
Dave Powers's Rinet Company, LLC Experience May 2004 - May 2011
Job Portfolio Manager at Coldstream Capital Management
Industry Financial Services
Experience
Coldstream Capital Management December 2014 - Present
Sandy Cove Advisors, LLC January 2014 - September 2014
Kanon Bloch Carre May 2011 - January 2014
RINET Company, LLC May 2004 - May 2011
LPL Financial June 1996 - July 2002
Skills
Equities, Wealth Management, Hedge Funds, Investments, Series 7, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Financial Modeling, Retirement Planning, Financial Markets, High Net Worth..., Financial Planners
Education
Bryant University 1992 — 1996
Finance, General
Coldstream Capital Management December 2014 - Present
Sandy Cove Advisors, LLC January 2014 - September 2014
Kanon Bloch Carre May 2011 - January 2014
RINET Company, LLC May 2004 - May 2011
LPL Financial June 1996 - July 2002
Skills
Equities, Wealth Management, Hedge Funds, Investments, Series 7, Portfolio Management, Fixed Income, Asset Allocation, Strategic Financial..., Financial Analysis, Financial Services, Risk Management, Financial Modeling, Retirement Planning, Financial Markets, High Net Worth..., Financial Planners
Education
Bryant University 1992 — 1996
Finance, General
Kathleen Monks, CFA's Rinet Company, LLC Experience June 2003 - November 2009
Job Senior Vice President, Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust October 2013 - Present
Windrose Advisors November 2009 - October 2013
RINET Company, LLC June 2003 - November 2009
Deloitte & Touche 1997 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Portfolio Management
Education
Syracuse University 1995 — 1997
Masters, Accounting
Syracuse University 1991 — 1995
Bachelors, Finance
US Trust October 2013 - Present
Windrose Advisors November 2009 - October 2013
RINET Company, LLC June 2003 - November 2009
Deloitte & Touche 1997 - 2003
Skills
Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Portfolio Management
Education
Syracuse University 1995 — 1997
Masters, Accounting
Syracuse University 1991 — 1995
Bachelors, Finance
Sharlene (Rabson) Wolf, CFP®, CPA's Rinet Company, LLC Experience February 2000 - February 2003
Job CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, LPL Registered Assistant, The Sher Wealth Management Group
Industry Financial Services
Experience
The Sher Wealth Management Group June 2003 - Present
RINET Company, LLC February 2000 - February 2003
Pillar Financial Advisors February 1998 - February 2000
Price Waterhouse Coopers January 1992 - February 1998
Skills
Certified Financial..., Certified Public..., Strategic Financial..., Tax, Estate Planning, High Net Worth..., Financial Planners, Wealth Preservation..., Financial Analysis, College Education..., Protection..., 529 Plans, Separately Managed..., Employee Stock Options, Charitable Gift Planning, Investment Advisory...
Education
Northeastern University Graduate School of Professional Accounting 1997 — 1999
Masters of Science, Taxation
Northeastern University Graduate School of Professional Accounting 1989 — 1991
Masters of Science in Accounting /Masters of Business Administration, Accounting
Tufts University 1985 — 1989
Bachelor of Arts (BA), Economics, Cum Laude
The Sher Wealth Management Group June 2003 - Present
RINET Company, LLC February 2000 - February 2003
Pillar Financial Advisors February 1998 - February 2000
Price Waterhouse Coopers January 1992 - February 1998
Skills
Certified Financial..., Certified Public..., Strategic Financial..., Tax, Estate Planning, High Net Worth..., Financial Planners, Wealth Preservation..., Financial Analysis, College Education..., Protection..., 529 Plans, Separately Managed..., Employee Stock Options, Charitable Gift Planning, Investment Advisory...
Education
Northeastern University Graduate School of Professional Accounting 1997 — 1999
Masters of Science, Taxation
Northeastern University Graduate School of Professional Accounting 1989 — 1991
Masters of Science in Accounting /Masters of Business Administration, Accounting
Tufts University 1985 — 1989
Bachelor of Arts (BA), Economics, Cum Laude
Mark Kebadjian's Rinet Company, LLC Experience May 2002 - July 2005
Job Director at CBIZ Tofias
Industry Accounting
Experience
Vertex Pharmaceuticals February 2015 - Present
CBIZ Tofias July 2005 - February 2015
RINET Company, LLC May 2002 - July 2005
PwC December 1998 - May 2002
Levine, Katz, Nannis + Solomon, PC November 1994 - November 1998
Cooper & Company July 1988 - November 1994
Skills
Corporate Tax, Tax, Income Tax, US GAAP, Accounting, Financial Reporting, SEC filings
Education
Bentley University 1991 — 1993
Master’s Degree, Taxation
Bentley University 1984 — 1988
Associate’s Degree, Management
Bentley University 1984 — 1988
Bachelor’s Degree, Accounting
Vertex Pharmaceuticals February 2015 - Present
CBIZ Tofias July 2005 - February 2015
RINET Company, LLC May 2002 - July 2005
PwC December 1998 - May 2002
Levine, Katz, Nannis + Solomon, PC November 1994 - November 1998
Cooper & Company July 1988 - November 1994
Skills
Corporate Tax, Tax, Income Tax, US GAAP, Accounting, Financial Reporting, SEC filings
Education
Bentley University 1991 — 1993
Master’s Degree, Taxation
Bentley University 1984 — 1988
Associate’s Degree, Management
Bentley University 1984 — 1988
Bachelor’s Degree, Accounting
Alvin Dimalanta's Rinet Company, LLC Experience January 2010 - June 2010
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2013 - June 2014
Rothstein Kass January 2011 - April 2011
RINET Company, LLC January 2010 - June 2010
Rothstein Kass January 2009 - June 2009
Skills
Auditing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Accounting
Education
Northeastern University 2012 — 2012
Master of Science in Accounting, Accounting
Northeastern University 2007 — 2012
BSBA, Accounting
KPMG US July 2014 - Present
Rothstein Kass January 2013 - June 2014
Rothstein Kass January 2011 - April 2011
RINET Company, LLC January 2010 - June 2010
Rothstein Kass January 2009 - June 2009
Skills
Auditing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Accounting
Education
Northeastern University 2012 — 2012
Master of Science in Accounting, Accounting
Northeastern University 2007 — 2012
BSBA, Accounting
Emily Piscitello's Rinet Company, LLC Experience April 2010 - Present
Job Accounting Professional
Industry Accounting
Experience
RINET Company, LLC April 2010 - Present
Vinfen Corporation 1999 - 2009
The Frontier Group/Acquisition Management Services Group 1996 - 1999
The Mediplex Group, Inc 1991 - 1995
The Jameson Company 1985 - 1991
Education
Bentley University 1985 — 1988
BS, Accounting
RINET Company, LLC April 2010 - Present
Vinfen Corporation 1999 - 2009
The Frontier Group/Acquisition Management Services Group 1996 - 1999
The Mediplex Group, Inc 1991 - 1995
The Jameson Company 1985 - 1991
Education
Bentley University 1985 — 1988
BS, Accounting
Adam Remillard's Rinet Company, LLC Experience January 2007 - June 2007
Job Accountant at Waldron H. Rand & Company, P.C., CPAs
Industry Wine and Spirits
Experience
Waldron H. Rand & Company, P.C., CPAs July 2015 - Present
Vet's Package Store, Inc. May 2012 - Present
Scott Hill Realty, Inc. May 2012 - Present
Ernst & Young July 2009 - June 2012
RINET Company, LLC January 2007 - June 2007
Fidelity Investments January 2006 - July 2006
Skills
Financial Reporting, Financial Accounting, Auditing, Portfolio Management, Corporate Tax, Real Estate Economics, Estate Planning, Real Estate, Beer, Craft Beer, Wine & Spirits Industry, Liquor Stores, International Project..., Account Management, Tax Return Preparation, Tax Audits, High Net Worth..., Mutual Funds, Investment Advisory, Tax Research, Compliance Audits, State Taxation, Tax Preparation, US Tax, Sales, Accounting, Analysis, Financial Analysis, Management, Microsoft Excel, Finance, Microsoft Office, Process Improvement
Education
Northeastern University 2004 — 2009
BSBA, Accounting, Finance & Insurance
Waldron H. Rand & Company, P.C., CPAs July 2015 - Present
Vet's Package Store, Inc. May 2012 - Present
Scott Hill Realty, Inc. May 2012 - Present
Ernst & Young July 2009 - June 2012
RINET Company, LLC January 2007 - June 2007
Fidelity Investments January 2006 - July 2006
Skills
Financial Reporting, Financial Accounting, Auditing, Portfolio Management, Corporate Tax, Real Estate Economics, Estate Planning, Real Estate, Beer, Craft Beer, Wine & Spirits Industry, Liquor Stores, International Project..., Account Management, Tax Return Preparation, Tax Audits, High Net Worth..., Mutual Funds, Investment Advisory, Tax Research, Compliance Audits, State Taxation, Tax Preparation, US Tax, Sales, Accounting, Analysis, Financial Analysis, Management, Microsoft Excel, Finance, Microsoft Office, Process Improvement
Education
Northeastern University 2004 — 2009
BSBA, Accounting, Finance & Insurance
Erin Staeger's Rinet Company, LLC Experience February 2004 - July 2006
Job Executive Assistant at Auth0
Industry Computer Software
Experience
Auth0 April 2015 - Present
Taiyo Pacific Partners July 2013 - April 2015
Valiant Capital Partners March 2010 - January 2013
Financial Architects Partners June 2007 - February 2010
Vitale, Caturano, & Company December 2006 - March 2007
RINET Company, LLC February 2004 - July 2006
Camp Dresser & McKee, Inc. April 2002 - February 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Research, Strategic Planning, Accounting, Financial Modeling, Investments, Event Planning
Education
University of Northern Colorado 1999 — 2001
BA, Accounting
Colorado State University 1996 — 1999
Business Administration and Management
Auth0 April 2015 - Present
Taiyo Pacific Partners July 2013 - April 2015
Valiant Capital Partners March 2010 - January 2013
Financial Architects Partners June 2007 - February 2010
Vitale, Caturano, & Company December 2006 - March 2007
RINET Company, LLC February 2004 - July 2006
Camp Dresser & McKee, Inc. April 2002 - February 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Research, Strategic Planning, Accounting, Financial Modeling, Investments, Event Planning
Education
University of Northern Colorado 1999 — 2001
BA, Accounting
Colorado State University 1996 — 1999
Business Administration and Management
Steven Waltzer's Rinet Company, LLC Experience January 2011 - July 2011
Job Data Analyst
Industry Market Research
Experience
Strategy Analytics June 2013 - Present
Wellington Management December 2011 - June 2012
RINET Company, LLC January 2011 - July 2011
Bain & Company July 2010 - October 2010
Bain & Company January 2010 - June 2010
UJC May 2009 - August 2009
Skills
Investments, Accounting, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Data Analysis, Account Reconciliation, Management, Analysis
Education
Northeastern University 2008 — 2013
B.S. in Business Administration, Finance and Management with a minor in Economics
London School of Economics and Political Science 2012 — 2012
Summer School 2012, Alternative Investments & Game Theory
Strategy Analytics June 2013 - Present
Wellington Management December 2011 - June 2012
RINET Company, LLC January 2011 - July 2011
Bain & Company July 2010 - October 2010
Bain & Company January 2010 - June 2010
UJC May 2009 - August 2009
Skills
Investments, Accounting, Equities, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Data Analysis, Account Reconciliation, Management, Analysis
Education
Northeastern University 2008 — 2013
B.S. in Business Administration, Finance and Management with a minor in Economics
London School of Economics and Political Science 2012 — 2012
Summer School 2012, Alternative Investments & Game Theory
S. Joel Mittelman CFA,CPA's Rinet Company, LLC Experience July 1993 - August 1994
Job Portfolio Strategist at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
The Boston Company September 2007 - Present
Pyramis Global Advisors November 2005 - September 2007
Wellington Management September 2001 - November 2005
McKinsey & Company June 1999 - September 2001
Deloitte & Touche August 1994 - August 1997
RINET Company, LLC July 1993 - August 1994
Skills
Portfolio Management, Asset Management, Alternative Investments, Investments, Management Consulting, Portfolio Strategy, Client Communications
Education
Carnegie Mellon University 1997 — 1999
MBA w/Honors
University of New Hampshire -- Peter T. Paul College of Business and Economics 1989 — 1993
BS, Business
Central High School 1985 — 1989
National Honor Society
olivia male's Rinet Company, LLC Experience October 2006 - March 2010
Job General Ledger Manager at MIT Technology Review
Industry Accounting
Experience
MIT Technology Review July 2011 - Present
RINET Company, LLC October 2006 - March 2010
Standard Parking December 2004 - September 2006
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
Simmons College - Simmons School of Management 2004 — 2006
Master of Business Administration (MBA)
Makerere University 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
MIT Technology Review July 2011 - Present
RINET Company, LLC October 2006 - March 2010
Standard Parking December 2004 - September 2006
Skills
Accounting, Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, QuickBooks, Bookkeeping, Accounts Payable, Tax, Auditing, Journal Entries, Accounts Receivable, Tax Preparation, Internal Controls, Income Tax
Education
Simmons College - Simmons School of Management 2004 — 2006
Master of Business Administration (MBA)
Makerere University 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Laura Minott, CPA's Rinet Company, LLC Experience July 2008 - December 2008
Job Assistant Controller at TA Realty
Industry Accounting
Experience
TA Realty July 2015 - Present
TA Realty August 2012 - July 2015
Katz September 2010 - August 2012
Protiviti, Inc July 2009 - December 2009
RINET Company, LLC July 2008 - December 2008
Sovereign Bank July 2007 - December 2007
Skills
Auditing, Accounting, Internal Controls, Financial Statements, Tax
Education
Northeastern University
Master of Science Degree, Accounting
Boston University
Northeastern University
Bachelor of Science Degree, Business Administration; Accounting
TA Realty July 2015 - Present
TA Realty August 2012 - July 2015
Katz September 2010 - August 2012
Protiviti, Inc July 2009 - December 2009
RINET Company, LLC July 2008 - December 2008
Sovereign Bank July 2007 - December 2007
Skills
Auditing, Accounting, Internal Controls, Financial Statements, Tax
Education
Northeastern University
Master of Science Degree, Accounting
Boston University
Northeastern University
Bachelor of Science Degree, Business Administration; Accounting