Rothstein Kass
Description
Headquarters: Roseland, New Jersey, United States Founded: 1959 Parent organization: KPMG LLP Subsidiary: Rothstein Kass Business Advisory Services, LLC
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Rothstein Kass Employees
Employee
Years
Job
Industry
Amber Rhodes, CPA Amber Rhodes, CPA's Rothstein Kass Experience January 2009 - November 2011
Job Audit Manager at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP July 2014 - Present
BKM Sowan Horan, LLP September 2012 - June 2014
SoftLayer Technologies, Inc. November 2011 - July 2012
Rothstein Kass January 2009 - November 2011
Rothstein Kass January 2008 - March 2008
Skills
Accounting, Hedge Funds, Fund Of Funds, Financial Services, US GAAP, Auditing, General Ledger, Epicor, Variance Analysis, Microsoft Office, Accounts Payable, Account Reconciliation, Financial Reporting, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Fixed Assets, Tax, Financial Accounting, Financial Analysis
Education
Baylor University - Hankamer School of Business 2004 — 2008
Bachelor of Business Administration, Accounting
BKM Sowan Horan, LLP July 2014 - Present
BKM Sowan Horan, LLP September 2012 - June 2014
SoftLayer Technologies, Inc. November 2011 - July 2012
Rothstein Kass January 2009 - November 2011
Rothstein Kass January 2008 - March 2008
Skills
Accounting, Hedge Funds, Fund Of Funds, Financial Services, US GAAP, Auditing, General Ledger, Epicor, Variance Analysis, Microsoft Office, Accounts Payable, Account Reconciliation, Financial Reporting, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Revenue Recognition, Fixed Assets, Tax, Financial Accounting, Financial Analysis
Education
Baylor University - Hankamer School of Business 2004 — 2008
Bachelor of Business Administration, Accounting
Beau (Woody) King Beau (Woody) King's Rothstein Kass Experience June 2013 - August 2013
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass June 2013 - August 2013
Quiksilver May 2012 - August 2012
Sea Store June 2004 - August 2010
Skills
Financial Accounting,..., Accounting, Microsoft Excel, Sales, Retail, Spanish, Accounts Payable, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Social Media, Facebook, Access, Finance, ProSystem fx Tax, Auditing
Education
American University 2013 — 2014
Master's degree, Accounting
Syracuse University 2009 — 2013
Bachelor's degree, Accounting and Finance
The Bullis School 2005 — 2009
High School Diploma
KPMG US October 2014 - Present
Rothstein Kass June 2013 - August 2013
Quiksilver May 2012 - August 2012
Sea Store June 2004 - August 2010
Skills
Financial Accounting,..., Accounting, Microsoft Excel, Sales, Retail, Spanish, Accounts Payable, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Social Media, Facebook, Access, Finance, ProSystem fx Tax, Auditing
Education
American University 2013 — 2014
Master's degree, Accounting
Syracuse University 2009 — 2013
Bachelor's degree, Accounting and Finance
The Bullis School 2005 — 2009
High School Diploma
Erynn Doherty Erynn Doherty's Rothstein Kass Experience October 2012 - June 2014
Job Senior Fund Accountant at Angel Island Capital
Industry Accounting
Experience
Angel Island Capital January 2015 - Present
KPMG July 2014 - December 2014
Rothstein Kass October 2012 - June 2014
Glenn Burdette January 2011 - April 2011
Skills
Accounting, Auditing, Alternative Investments, Restaurants, Hedge Funds, Financial Services, Real Estate, Venture Capital, Microsoft Office, Microsoft Excel, Quickbooks, QuickBooks, Investments, CPA, Financial Statements, Financial Accounting, GAAP, Tax, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
BS Business Administration
University of Torino, Italy 2011 — 2011
Angel Island Capital January 2015 - Present
KPMG July 2014 - December 2014
Rothstein Kass October 2012 - June 2014
Glenn Burdette January 2011 - April 2011
Skills
Accounting, Auditing, Alternative Investments, Restaurants, Hedge Funds, Financial Services, Real Estate, Venture Capital, Microsoft Office, Microsoft Excel, Quickbooks, QuickBooks, Investments, CPA, Financial Statements, Financial Accounting, GAAP, Tax, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2010 — 2012
BS Business Administration
University of Torino, Italy 2011 — 2011
Kiyoshi Smith's Rothstein Kass Experience January 2014 - March 2014
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
Tia Marie Paquin: Business Management & Strategic Planning July 2012 - August 2013
Be A Champion Basketball June 2012 - August 2013
Hot Spud June 2011 - August 2012
San Francisco Pretrial Diversion Project, Inc. June 2010 - December 2010
Skills
Microsoft Office, Teamwork, Research, Accounting, Economics, Team Leadership, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Accounting, Specializing in Taxation
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Economics
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
Tia Marie Paquin: Business Management & Strategic Planning July 2012 - August 2013
Be A Champion Basketball June 2012 - August 2013
Hot Spud June 2011 - August 2012
San Francisco Pretrial Diversion Project, Inc. June 2010 - December 2010
Skills
Microsoft Office, Teamwork, Research, Accounting, Economics, Team Leadership, QuickBooks
Education
California Polytechnic State University-San Luis Obispo 2013 — 2014
Master of Science (MS), Accounting, Specializing in Taxation
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Economics
Robert Spiro, CPA's Rothstein Kass Experience 2013 - 2014
Job J.D. Candidate at NYU School of Law
Industry Accounting
Experience
U.S. Securities and Exchange Commission June 2015 - August 2015
Rothstein Kass 2013 - 2014
PwC 2011 - 2013
Skills
CPA, Accounting, Financial Accounting, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Pivot Tables, Leadership, Teamwork, Tax
Education
New York University School of Law 2014 — 2017
Binghamton University 2010 — 2011
MS, Accounting
Binghamton University 2006 — 2010
BS, Accounting
U.S. Securities and Exchange Commission June 2015 - August 2015
Rothstein Kass 2013 - 2014
PwC 2011 - 2013
Skills
CPA, Accounting, Financial Accounting, Financial Reporting, Auditing, PowerPoint, Microsoft Word, Microsoft Excel, Analysis, Pivot Tables, Leadership, Teamwork, Tax
Education
New York University School of Law 2014 — 2017
Binghamton University 2010 — 2011
MS, Accounting
Binghamton University 2006 — 2010
BS, Accounting
Alexander Berceau Alexander Berceau's Rothstein Kass Experience November 2011 - June 2014
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2011 - June 2014
Orfalea College of Business Advising Center March 2010 - September 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, US GAAP, Auditing, Internal Controls, GAAP, Financial Statements
Education
Cal Poly San Luis Obispo 2008 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
Cuesta College 2007 — 2008
Business Administration and Management, General
Sierra College 2006 — 2007
Business Administration and Management, General
Standish Management, LLC May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2011 - June 2014
Orfalea College of Business Advising Center March 2010 - September 2011
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, US GAAP, Auditing, Internal Controls, GAAP, Financial Statements
Education
Cal Poly San Luis Obispo 2008 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management
Cuesta College 2007 — 2008
Business Administration and Management, General
Sierra College 2006 — 2007
Business Administration and Management, General
Paul Queneau's Rothstein Kass Experience October 2007 - June 2010
Job Chief Accounting Officer at Centaurus Capital
Industry Accounting
Experience
Centaurus Capital July 2012 - Present
Centaurus Energy June 2010 - September 2012
Rothstein Kass October 2007 - June 2010
McGladrey & Pullen June 2006 - November 2007
PTFCU 2003 - 2005
Education
California State Polytechnic University-Pomona 2002 — 2006
BA Business, Accounting
Centaurus Capital July 2012 - Present
Centaurus Energy June 2010 - September 2012
Rothstein Kass October 2007 - June 2010
McGladrey & Pullen June 2006 - November 2007
PTFCU 2003 - 2005
Education
California State Polytechnic University-Pomona 2002 — 2006
BA Business, Accounting
Amanda Simpkins's Rothstein Kass Experience July 2004 - September 2005
Job Senior Corporate Accountant at Austin Gastroenterology
Industry Accounting
Experience
Austin Gastroenterology August 2013 - Present
Austin Sonics, Ltd. March 2009 - August 2013
Austin-Bergstrom International Airport November 2006 - March 2009
Ernst & Young October 2005 - September 2006
Rothstein Kass July 2004 - September 2005
Skills
Financial Accounting, Financial Reporting, Accounting, GAAP, Financial Analysis, Auditing, US GAAP, Microsoft Excel, General Ledger, Internal Controls, Forecasting, PowerPoint, Tax, Microsoft Word, Financial Modeling, Finance, Microsoft Office, External Audit, Financial Statements
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
Austin Gastroenterology August 2013 - Present
Austin Sonics, Ltd. March 2009 - August 2013
Austin-Bergstrom International Airport November 2006 - March 2009
Ernst & Young October 2005 - September 2006
Rothstein Kass July 2004 - September 2005
Skills
Financial Accounting, Financial Reporting, Accounting, GAAP, Financial Analysis, Auditing, US GAAP, Microsoft Excel, General Ledger, Internal Controls, Forecasting, PowerPoint, Tax, Microsoft Word, Financial Modeling, Finance, Microsoft Office, External Audit, Financial Statements
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
Laura Kingston Laura Kingston's Rothstein Kass Experience September 2004 - July 2005
Job Experienced business administrator, financial advisor, tax preparer and accountant
Industry Financial Services
Experience
Internal Revenue Service February 2014 - July 2014
State Farm Insurance March 1990 - February 2013
California State University, San Bernardino September 2010 - June 2011
Aslan's Place September 2008 - December 2008
Thompson & DePretis, LLP January 2006 - August 2006
Rothstein Kass September 2004 - July 2005
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Business Strategy, Income Tax, Auditing, Government, Customer Service, Management, Administrative Work, Tax Preparation, College Teaching, Financial Statements, Account Reconciliation, Microsoft Excel, Payroll, Time Management, Microsoft Office, Internal Controls, Strategic Planning, Team Building, Research, Public Speaking, Leadership Development, Bank Reconciliation, Data Analysis, System Administration, Training, Inventory Management, Accounts Payable, Legal Research, Tax Law, Corporate Law, Legal Writing, Project Management, Teamwork
Education
California State University-San Bernardino 2009 — 2011
MBA, Finance
California State University-East Bay 2001 — 2004
BS, Business/Accounting
Internal Revenue Service February 2014 - July 2014
State Farm Insurance March 1990 - February 2013
California State University, San Bernardino September 2010 - June 2011
Aslan's Place September 2008 - December 2008
Thompson & DePretis, LLP January 2006 - August 2006
Rothstein Kass September 2004 - July 2005
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Business Strategy, Income Tax, Auditing, Government, Customer Service, Management, Administrative Work, Tax Preparation, College Teaching, Financial Statements, Account Reconciliation, Microsoft Excel, Payroll, Time Management, Microsoft Office, Internal Controls, Strategic Planning, Team Building, Research, Public Speaking, Leadership Development, Bank Reconciliation, Data Analysis, System Administration, Training, Inventory Management, Accounts Payable, Legal Research, Tax Law, Corporate Law, Legal Writing, Project Management, Teamwork
Education
California State University-San Bernardino 2009 — 2011
MBA, Finance
California State University-East Bay 2001 — 2004
BS, Business/Accounting
Diana Hunt Diana Hunt's Rothstein Kass Experience July 2011 - June 2014
Job Administrative Assistant at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass July 2011 - June 2014
Skills
QuickBooks, Outlook, Spreadsheets, Microsoft Excel, Data Entry, Microsoft Word, Administrative..., PowerPoint, Microsoft Office, Administrative...
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Health Science
Paradise Senior High
KPMG US July 2014 - Present
Rothstein Kass July 2011 - June 2014
Skills
QuickBooks, Outlook, Spreadsheets, Microsoft Excel, Data Entry, Microsoft Word, Administrative..., PowerPoint, Microsoft Office, Administrative...
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Health Science
Paradise Senior High
Marcia P Marques Marcia P Marques's Rothstein Kass Experience January 2004 - August 2014
Job Senior Financial Analyst at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
Rothstein Kass January 2004 - August 2014
Bellino Fine Linens July 1998 - January 2004
VHZ Design Group, LLC June 1996 - July 1998
Skills
Elite Enterprise, Clarity, FRX, General Ledger, Quickbooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Excel, Bookkeeping, Reconciliation, PowerPoint, Microsoft Office, Fixed Assets, Inventory Management, Internal Controls, Cash Flow, Spreadsheets, Microsoft Excel, Account Reconciliation, Auditing, QuickBooks, Financial Statements
Education
New York University 1995 — 1996
Certificate, Bookkeeping
Universidade Veiga de Almeida 1986 — 1990
BA, Portuguese (major) / English (minor)
KPMG US August 2014 - Present
Rothstein Kass January 2004 - August 2014
Bellino Fine Linens July 1998 - January 2004
VHZ Design Group, LLC June 1996 - July 1998
Skills
Elite Enterprise, Clarity, FRX, General Ledger, Quickbooks, Accounts Payable, Accounting, Financial Reporting, Accounts Receivable, Excel, Bookkeeping, Reconciliation, PowerPoint, Microsoft Office, Fixed Assets, Inventory Management, Internal Controls, Cash Flow, Spreadsheets, Microsoft Excel, Account Reconciliation, Auditing, QuickBooks, Financial Statements
Education
New York University 1995 — 1996
Certificate, Bookkeeping
Universidade Veiga de Almeida 1986 — 1990
BA, Portuguese (major) / English (minor)
Lauren Widelitz's Rothstein Kass Experience July 2013 - July 2014
Job Associate Client Manager at Nielsen Company
Industry Investment Management
Experience
Nielsen June 2015 - Present
Nielsen Company August 2014 - May 2015
Rothstein Kass July 2013 - July 2014
Vanderbilt University January 2010 - June 2013
Vanderbilt University May 2009 - December 2009
Vanderbilt University August 2008 - June 2009
Skills
Alumni Relations, Higher Education, Student Affairs, Volunteer Management, Admissions, Annual Giving, Fundraising, Non-profits, Stewardship, Program Development, Event Planning, Research, Program Evaluation, Higher Education Policy, Fashion, Blogging, Customer Service, Editing, Personal Style, Market Research, Finance, Data Analysis, Nonprofits, Statistics, Marketing Strategy, Marketing, Time Management
Education
Vanderbilt University 2008 — 2009
Master's degree
Brandeis University 2001 — 2005
B.A., Sociology
Nielsen June 2015 - Present
Nielsen Company August 2014 - May 2015
Rothstein Kass July 2013 - July 2014
Vanderbilt University January 2010 - June 2013
Vanderbilt University May 2009 - December 2009
Vanderbilt University August 2008 - June 2009
Skills
Alumni Relations, Higher Education, Student Affairs, Volunteer Management, Admissions, Annual Giving, Fundraising, Non-profits, Stewardship, Program Development, Event Planning, Research, Program Evaluation, Higher Education Policy, Fashion, Blogging, Customer Service, Editing, Personal Style, Market Research, Finance, Data Analysis, Nonprofits, Statistics, Marketing Strategy, Marketing, Time Management
Education
Vanderbilt University 2008 — 2009
Master's degree
Brandeis University 2001 — 2005
B.A., Sociology
Barbara J. Princiotta, CPA, CGMA, MFP's Rothstein Kass Experience May 2012 - September 2013
Job Director of Finance and Controller
Industry Financial Services
Experience
Delaware Ladera Management October 2013 - Present
Rothstein Kass May 2012 - September 2013
Rex Capital Advisors / MLCM 2005 - 2011
Tanager Financial Services 1999 - 2004
Saltonstall & Co 1993 - 1999
Shapiro, Weiss and Company 1990 - 1993
Caplice, Ciaramicoli and Company 1987 - 1990
Skills
Family Office, High Net Worth..., Alternative Investments, Strategic Financial..., Wealth Management, Tax, Estate Planning, Investments, Hedge Funds, Private Equity, Investment Management, Asset Allocation, Finance, Insurance, Investment Strategies, Trusts, CPA, Auditing, Wealth Management..., Financial Reporting, Estate Tax Planning, Internal Controls, Income Tax, Tax Preparation, Due Diligence, GAAP, SEC filings, Tax Accounting, Asset Management, Financial Analysis, Financial Services, Financial Planning
Education
Bentley College
Master of Science, Finance
Bentley College
Master Financial Planner (MFP), Graduate Certificate in Financial Planning
Bridgewater State University
Bachelor of Science, Accounting and Finance
Delaware Ladera Management October 2013 - Present
Rothstein Kass May 2012 - September 2013
Rex Capital Advisors / MLCM 2005 - 2011
Tanager Financial Services 1999 - 2004
Saltonstall & Co 1993 - 1999
Shapiro, Weiss and Company 1990 - 1993
Caplice, Ciaramicoli and Company 1987 - 1990
Skills
Family Office, High Net Worth..., Alternative Investments, Strategic Financial..., Wealth Management, Tax, Estate Planning, Investments, Hedge Funds, Private Equity, Investment Management, Asset Allocation, Finance, Insurance, Investment Strategies, Trusts, CPA, Auditing, Wealth Management..., Financial Reporting, Estate Tax Planning, Internal Controls, Income Tax, Tax Preparation, Due Diligence, GAAP, SEC filings, Tax Accounting, Asset Management, Financial Analysis, Financial Services, Financial Planning
Education
Bentley College
Master of Science, Finance
Bentley College
Master Financial Planner (MFP), Graduate Certificate in Financial Planning
Bridgewater State University
Bachelor of Science, Accounting and Finance
Angela Simmons's Rothstein Kass Experience August 2012 - June 2014
Job Account Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2012 - July 2012
J.J. Best Banc & Co August 2011 - May 2012
Skills
Accounting, Bookkeeping, Accounts Receivable, Accounts Payable, Bill Payment, Account Reconciliation, Financial Reporting, Cost Accounting, Financial Accounting, Financial Analysis, Customer Service, Food Service, Restaurants
Education
Bridgewater State University 2007 — 2011
Bachelor's degree, Accounting and Finance, 'Magna Cum Laude'
Plymouth North High
Plymouth North High
Margaret Walker Margaret Walker's Rothstein Kass Experience November 2013 - June 2014
Job Audit Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Waddell & Reed January 2012 - May 2012
Camp Fern May 2009 - August 2011
Institute of Contemporary Music Performance January 2011 - May 2011
Skills
Proficient in Microsoft..., Experience with..., Strong communication..., Collaborative..., Financial Analysis, Outlook, Accounting, Financial Accounting, Strategic Financial..., Microsoft Office, Research, Financial Planners, Financial Modeling, Investments, Morningstar, Retirement Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting
Rhodes College 2008 — 2012
Bachelor of Arts (BA), Business and Commerce, Economics
Boston University 2011 — 2011
London Study Abroad Internship Program
KPMG US July 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Waddell & Reed January 2012 - May 2012
Camp Fern May 2009 - August 2011
Institute of Contemporary Music Performance January 2011 - May 2011
Skills
Proficient in Microsoft..., Experience with..., Strong communication..., Collaborative..., Financial Analysis, Outlook, Accounting, Financial Accounting, Strategic Financial..., Microsoft Office, Research, Financial Planners, Financial Modeling, Investments, Morningstar, Retirement Planning
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting
Rhodes College 2008 — 2012
Bachelor of Arts (BA), Business and Commerce, Economics
Boston University 2011 — 2011
London Study Abroad Internship Program
Jelfi Jimenez's Rothstein Kass Experience November 2013 - July 2014
Job Senior Fund Accountant at Raven Capital Management
Industry Accounting
Experience
Raven Capital Management May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2013 - July 2014
UPS May 2012 - May 2013
Rutgers Business School September 2010 - May 2013
Best Buy June 2008 - October 2012
Tempo Networks January 2012 - March 2012
Rothstein Kass 2012 - 2012
Target Corp October 2007 - June 2008
Thomas Jefferson Middle School October 2006 - May 2007
Skills
Customer Service, Budgets, Business Planning, Time Management, Inventory Management, PowerPoint, Microsoft Excel, Teamwork, Critical Thinking, Microsoft Word, Outlook, QuickBooks, Retail, Microsoft Office, Access, Profit, Leadership, Data Analysis, Accounting, PeopleSoft, Financial Analysis
Education
Rutgers University 2010 — 2013
Bachelors of Science Accounting, MIS, 150
Rutgers, The State University of New Jersey-Newark 2010 — 2013
BS, Accounting, senior
Bergen Community College 2008 — 2010
AS, Business Administration
Bergen Community College 2008 — 2010
Associates Degree, Business Administration
Raven Capital Management May 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass November 2013 - July 2014
UPS May 2012 - May 2013
Rutgers Business School September 2010 - May 2013
Best Buy June 2008 - October 2012
Tempo Networks January 2012 - March 2012
Rothstein Kass 2012 - 2012
Target Corp October 2007 - June 2008
Thomas Jefferson Middle School October 2006 - May 2007
Skills
Customer Service, Budgets, Business Planning, Time Management, Inventory Management, PowerPoint, Microsoft Excel, Teamwork, Critical Thinking, Microsoft Word, Outlook, QuickBooks, Retail, Microsoft Office, Access, Profit, Leadership, Data Analysis, Accounting, PeopleSoft, Financial Analysis
Education
Rutgers University 2010 — 2013
Bachelors of Science Accounting, MIS, 150
Rutgers, The State University of New Jersey-Newark 2010 — 2013
BS, Accounting, senior
Bergen Community College 2008 — 2010
AS, Business Administration
Bergen Community College 2008 — 2010
Associates Degree, Business Administration
Jonathan Sharon, CPA Jonathan Sharon, CPA's Rothstein Kass Experience August 2012 - June 2014
Job Tax Director of Alternative Investments at Richey May & Co., LLP
Industry Financial Services
Experience
Richey May & Co., LLP June 2014 - Present
Rothstein Kass August 2012 - June 2014
JD Clark & Company May 2008 - August 2012
PwC January 2006 - March 2006
Skills
Hedge Funds, Fund Of Funds, Private Equity, Alternative Investments, Tax, CPA, US GAAP, SEC filings, GAAP, High Net Worth..., Fund Accounting, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, Microsoft Excel, SEC Filings
Education
University of Utah 2007 — 2008
Master's degree, Accounting
Brigham Young University - Idaho 2003 — 2007
Bachelor's degree, Accounting and Business/Management
Richey May & Co., LLP June 2014 - Present
Rothstein Kass August 2012 - June 2014
JD Clark & Company May 2008 - August 2012
PwC January 2006 - March 2006
Skills
Hedge Funds, Fund Of Funds, Private Equity, Alternative Investments, Tax, CPA, US GAAP, SEC filings, GAAP, High Net Worth..., Fund Accounting, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, Microsoft Excel, SEC Filings
Education
University of Utah 2007 — 2008
Master's degree, Accounting
Brigham Young University - Idaho 2003 — 2007
Bachelor's degree, Accounting and Business/Management
Michael Benison, CPA, MST Michael Benison, CPA, MST's Rothstein Kass Experience January 2010 - May 2010
Job Senior Tax Accountant, Juris Doctorate Candidate
Industry Accounting
Experience
EisnerAmper LLP September 2013 - Present
Ernst & Young October 2011 - September 2013
Rothstein Kass January 2010 - May 2010
General Electric June 2009 - August 2009
SABIC Innovative Plastics June 2008 - July 2008
Skills
Tax, Partnership Taxation, CPA, Accounting, International Tax, Auditing, Financial Analysis, GAAP, Financial Accounting, Tax Accounting, US GAAP, Financial Reporting, Tax Research, Tax Preparation, Tax Returns, Private Equity, NYS Notary Public, Income Tax, Financial Statements, Payroll, Big 4, QuickBooks, Real Estate, SALT, Advisory, SAP, GoSystems, eForms, Superforms, Corporate Tax, PFIC, REIT, Consolidated Returns, Rental Properties, Marketing, Networking, Event Planning
Education
Brooklyn Law School
Juris Doctor (J.D.)
State University of New York at Albany 2010 — 2011
Masters of Science, Taxation
State University of New York at Albany 2006 — 2009
Bachelor of Science, Accounting, Business Administration, Summa Cum Laude
EisnerAmper LLP September 2013 - Present
Ernst & Young October 2011 - September 2013
Rothstein Kass January 2010 - May 2010
General Electric June 2009 - August 2009
SABIC Innovative Plastics June 2008 - July 2008
Skills
Tax, Partnership Taxation, CPA, Accounting, International Tax, Auditing, Financial Analysis, GAAP, Financial Accounting, Tax Accounting, US GAAP, Financial Reporting, Tax Research, Tax Preparation, Tax Returns, Private Equity, NYS Notary Public, Income Tax, Financial Statements, Payroll, Big 4, QuickBooks, Real Estate, SALT, Advisory, SAP, GoSystems, eForms, Superforms, Corporate Tax, PFIC, REIT, Consolidated Returns, Rental Properties, Marketing, Networking, Event Planning
Education
Brooklyn Law School
Juris Doctor (J.D.)
State University of New York at Albany 2010 — 2011
Masters of Science, Taxation
State University of New York at Albany 2006 — 2009
Bachelor of Science, Accounting, Business Administration, Summa Cum Laude
Colleen Butts Colleen Butts's Rothstein Kass Experience October 2007 - October 2008
Job Marketing Manager at Walmart
Industry Retail
Experience
Walmart April 2015 - Present
Walmart August 2013 - April 2015
American Airlines June 2012 - August 2012
PKF International December 2008 - June 2011
Rothstein Kass October 2007 - October 2008
PKF International August 2006 - October 2007
Skills
Financial Modeling, Market Research, Data Analysis, Project Management, Marketing Strategy, Public Speaking, Leadership, Competitive Analysis, Forecasting, Budgets, Financial Statements, Pricing Strategy, Financial Reporting, Data Mining, Accounting, Financial Accounting, GAAP, Business Planning, Social Media Strategist, Data-driven Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Arizona State University 2001 — 2006
Bachelor of Arts in Finance and Post Baccalaureate Accounting Certificate
Walmart April 2015 - Present
Walmart August 2013 - April 2015
American Airlines June 2012 - August 2012
PKF International December 2008 - June 2011
Rothstein Kass October 2007 - October 2008
PKF International August 2006 - October 2007
Skills
Financial Modeling, Market Research, Data Analysis, Project Management, Marketing Strategy, Public Speaking, Leadership, Competitive Analysis, Forecasting, Budgets, Financial Statements, Pricing Strategy, Financial Reporting, Data Mining, Accounting, Financial Accounting, GAAP, Business Planning, Social Media Strategist, Data-driven Marketing
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy
Arizona State University 2001 — 2006
Bachelor of Arts in Finance and Post Baccalaureate Accounting Certificate
Eric Boudreau Eric Boudreau's Rothstein Kass Experience August 2012 - October 2013
Job Treasury Analyst at TripAdvisor
Industry Accounting
Experience
TripAdvisor March 2015 - Present
TripAdvisor October 2013 - March 2015
Rothstein Kass August 2012 - October 2013
JDJ Resources June 2011 - August 2012
Unlimited Business Services June 2009 - June 2011
Bryant University August 2007 - May 2010
MML Investors Serivces, Inc May 2007 - August 2008
Skills
Accounting, Microsoft Office, Analysis, Research, Administration, Payroll, Accounts Payable, Account Reconciliation, Journal Entries, QuickBooks, Accounts Receivable, Cash Flow, General Ledger, Financial Reporting, Forecasting, Finance
Education
Bryant University 2006 — 2010
Bachelor's, Business Administration, Accounting
TripAdvisor March 2015 - Present
TripAdvisor October 2013 - March 2015
Rothstein Kass August 2012 - October 2013
JDJ Resources June 2011 - August 2012
Unlimited Business Services June 2009 - June 2011
Bryant University August 2007 - May 2010
MML Investors Serivces, Inc May 2007 - August 2008
Skills
Accounting, Microsoft Office, Analysis, Research, Administration, Payroll, Accounts Payable, Account Reconciliation, Journal Entries, QuickBooks, Accounts Receivable, Cash Flow, General Ledger, Financial Reporting, Forecasting, Finance
Education
Bryant University 2006 — 2010
Bachelor's, Business Administration, Accounting
Ashley Mastrostefano, CFP® Ashley Mastrostefano, CFP®'s Rothstein Kass Experience August 2012 - February 2014
Job Manager at JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
JDJ Family Office Services November 2014 - Present
Boston Biotech Conference March 2014 - October 2014
Rothstein Kass August 2012 - February 2014
JDJ Resources March 2007 - July 2012
Skills
Accounting, Financial Reporting, Budgets, Estate Planning, Tax, Microsoft Excel, Strategic Financial..., High Net Worth...
Education
Bryant University 2002 — 2006
Bachelors of Science, Business Administration
Ron Simchi Ron Simchi's Rothstein Kass Experience May 2014 - June 2014
Job Financial Services Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass May 2014 - June 2014
SAR High School September 2011 - June 2014
Rothstein Kass November 2013 - May 2014
Schenker & Rosenblatt, LLC January 2012 - June 2012
Marc Ecko Enterprises June 2011 - August 2011
The Frisch School April 2009 - June 2011
Ecko Unlimited June 2010 - August 2010
RockheadBikes.com, LLC June 2007 - August 2007
Skills
UltraTax, Creative Solutions..., Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Nonprofits, Fundraising, Research, Social Media, Community Outreach, Time Management, Marketing, Teaching, Event Planning, Microsoft Office, Public Speaking, Tax, Sales, Analysis, Tax Preparation, Access, Accounting, Teamwork, Hebrew, Curriculum Development
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Taxation
Yeshiva University, Syms School of Business 2009 — 2012
Bachelor of Science, Accounting
The Frisch School
KPMG US July 2014 - Present
Rothstein Kass May 2014 - June 2014
SAR High School September 2011 - June 2014
Rothstein Kass November 2013 - May 2014
Schenker & Rosenblatt, LLC January 2012 - June 2012
Marc Ecko Enterprises June 2011 - August 2011
The Frisch School April 2009 - June 2011
Ecko Unlimited June 2010 - August 2010
RockheadBikes.com, LLC June 2007 - August 2007
Skills
UltraTax, Creative Solutions..., Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Nonprofits, Fundraising, Research, Social Media, Community Outreach, Time Management, Marketing, Teaching, Event Planning, Microsoft Office, Public Speaking, Tax, Sales, Analysis, Tax Preparation, Access, Accounting, Teamwork, Hebrew, Curriculum Development
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Taxation
Yeshiva University, Syms School of Business 2009 — 2012
Bachelor of Science, Accounting
The Frisch School
Cynthia Fusillo Cynthia Fusillo's Rothstein Kass Experience 2000 - 2002
Job CPA at Lassus, Wherley and Associates
Industry Accounting
Experience
Lassus, Wherley and Associates December 2006 - Present
Rothstein Kass 2000 - 2002
US Trust Company (Formerly J&W Seligman) 1991 - 2000
Ernst & Young Terco 1988 - 1991
Skills
Tax, CPA, Estate Planning, High Net Worth..., Partnership Taxation, Tax Research
Education
City University of New York-Baruch College 1985 — 1989
MBA, Taxation
City University of New York-Brooklyn College 1978 — 1981
BS, Accounting
PS 153
Lassus, Wherley and Associates December 2006 - Present
Rothstein Kass 2000 - 2002
US Trust Company (Formerly J&W Seligman) 1991 - 2000
Ernst & Young Terco 1988 - 1991
Skills
Tax, CPA, Estate Planning, High Net Worth..., Partnership Taxation, Tax Research
Education
City University of New York-Baruch College 1985 — 1989
MBA, Taxation
City University of New York-Brooklyn College 1978 — 1981
BS, Accounting
PS 153
Scott Mahoney's Rothstein Kass Experience October 2013 - June 2014
Job
Industry Management Consulting
Experience
Habif, Arogeti & Wynne,LLP July 2015 - Present
KPMG July 2014 - Present
Rothstein Kass October 2013 - June 2014
Rothstein Kass April 2011 - September 2013
EisnerAmper LLP May 2006 - April 2011
Project Control Companies, Inc. September 2004 - May 2006
Anthem June 2000 - September 2004
Skills
Internal Controls, Internal Audit, Corporate Governance, Operational Assessment, Operational Risk..., Operational Streamlining, Financial Controls..., IT Audit, IT Operations, Certified Information..., Compliance Management, Risk Analysis, Enterprise Risk..., Risk Mitigation, SAS70 / SOC Reporting, Business Process..., Process Mapping, Project Management, Management Consulting, People Management, Interviewing, Contract Negotiation, System Implementation..., Disaster Recovery..., Policy/Procedure..., Project Planning, Budgeting, Property & Casualty..., Health Insurance, Banking, Alternative Investments, Fund Administration, Manufacturing, Pharmaceuticals, Auditing, Analysis, Disaster Recovery, Management, Risk Management, Budgets, System Monitoring, Pharmaceutical Industry, Interviews, CISA, Risk Assessment, Sarbanes-Oxley Act, SEC filings, Process Improvement, SAS70, Business Process
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Concentration in Management, 3.76/4.0
Bentley University 1996 — 2000
Bachelors of Science, Accounting Information Systems, 3.57/4.0
Habif, Arogeti & Wynne,LLP July 2015 - Present
KPMG July 2014 - Present
Rothstein Kass October 2013 - June 2014
Rothstein Kass April 2011 - September 2013
EisnerAmper LLP May 2006 - April 2011
Project Control Companies, Inc. September 2004 - May 2006
Anthem June 2000 - September 2004
Skills
Internal Controls, Internal Audit, Corporate Governance, Operational Assessment, Operational Risk..., Operational Streamlining, Financial Controls..., IT Audit, IT Operations, Certified Information..., Compliance Management, Risk Analysis, Enterprise Risk..., Risk Mitigation, SAS70 / SOC Reporting, Business Process..., Process Mapping, Project Management, Management Consulting, People Management, Interviewing, Contract Negotiation, System Implementation..., Disaster Recovery..., Policy/Procedure..., Project Planning, Budgeting, Property & Casualty..., Health Insurance, Banking, Alternative Investments, Fund Administration, Manufacturing, Pharmaceuticals, Auditing, Analysis, Disaster Recovery, Management, Risk Management, Budgets, System Monitoring, Pharmaceutical Industry, Interviews, CISA, Risk Assessment, Sarbanes-Oxley Act, SEC filings, Process Improvement, SAS70, Business Process
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Concentration in Management, 3.76/4.0
Bentley University 1996 — 2000
Bachelors of Science, Accounting Information Systems, 3.57/4.0
Kathleen Pomykola Kathleen Pomykola's Rothstein Kass Experience November 1997 - June 2006
Job DataDriven B2B Marketing/Communications | Global Leader | Digital Marketing | Master Six Sigma Black Belt | Lean
Industry Pharmaceuticals
Experience
PAREXEL International November 2011 - Present
PAREXEL Informatics September 2009 - November 2011
PAREXEL Informatics November 2007 - September 2009
ClinPhone (now PAREXEL Informatics) July 2006 - November 2007
Rothstein Kass November 1997 - June 2006
Rothstein Kass February 1997 - November 1997
US Healthcare (now Aetna) September 1996 - February 1997
US Healthcare (now Aetna) October 1995 - September 1996
Skills
Marketing Strategy, Corporate Branding, Integrated Marketing, Marketing Communications, Digital Marketing, Brand Management, Budget Management, Cross-functional Team..., Corporate Events, Lead Generation, Social Media, Email Marketing, Event Management, Change Management, Strategic Planning, Marketing Operations, Product Marketing, Marketing Management, Leadership, B2B, Public Relations, Coaching, Team Building, Pharmaceutical Industry, Online Marketing, Negotiation, Positioning, Program Management, Direct Mail Campaigns, Process Improvement, Strategy
Education
Seton Hall University
M.A., Corporate and Public Communication
Caldwell College
B.S., Business Administration
PAREXEL International November 2011 - Present
PAREXEL Informatics September 2009 - November 2011
PAREXEL Informatics November 2007 - September 2009
ClinPhone (now PAREXEL Informatics) July 2006 - November 2007
Rothstein Kass November 1997 - June 2006
Rothstein Kass February 1997 - November 1997
US Healthcare (now Aetna) September 1996 - February 1997
US Healthcare (now Aetna) October 1995 - September 1996
Skills
Marketing Strategy, Corporate Branding, Integrated Marketing, Marketing Communications, Digital Marketing, Brand Management, Budget Management, Cross-functional Team..., Corporate Events, Lead Generation, Social Media, Email Marketing, Event Management, Change Management, Strategic Planning, Marketing Operations, Product Marketing, Marketing Management, Leadership, B2B, Public Relations, Coaching, Team Building, Pharmaceutical Industry, Online Marketing, Negotiation, Positioning, Program Management, Direct Mail Campaigns, Process Improvement, Strategy
Education
Seton Hall University
M.A., Corporate and Public Communication
Caldwell College
B.S., Business Administration
Nathaniel Green's Rothstein Kass Experience November 2009 - November 2013
Job Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP December 2014 - Present
Peloton May 2014 - December 2014
Grant Thornton LLP November 2013 - May 2014
Rothstein Kass November 2009 - November 2013
Skills
SEC filings, Auditing, GAAP, CPA, Financial Statements, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, SEC Filings, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel
Education
Boston College - Carroll School of Management 2008 — 2009
Master's degree, Accounting
Boston College 2004 — 2008
Bachelor of Science (B.S.), Chemistry
Grant Thornton LLP December 2014 - Present
Peloton May 2014 - December 2014
Grant Thornton LLP November 2013 - May 2014
Rothstein Kass November 2009 - November 2013
Skills
SEC filings, Auditing, GAAP, CPA, Financial Statements, Financial Reporting, Financial Analysis, Accounting, Financial Accounting, SEC Filings, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel
Education
Boston College - Carroll School of Management 2008 — 2009
Master's degree, Accounting
Boston College 2004 — 2008
Bachelor of Science (B.S.), Chemistry
JR Bryant's Rothstein Kass Experience September 2013 - June 2014
Job Bookkeeper at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass September 2013 - June 2014
Berkeley Research Group LLC July 2012 - August 2013
Fit U Health Clubs March 2012 - June 2012
Interprint, Inc. USA April 2011 - March 2012
SEI / Aaron’s, Inc June 2010 - April 2011
Planet Fitness, Inc August 2008 - April 2011
Skills
Payroll, Accounting, Auditing, SAP, Accounts Payable, Management, Financial Reporting, Customer Service, Journal Entries, Microsoft Office, Bookkeeping, Microsoft Excel, Financial Statements, Accruals
Education
Berkshire Community College
Associates Degree, Business Administration
Massachusetts College of Liberal Arts
Bachelor of Science Degree, Accounting
JDJ Family Office Services June 2014 - Present
Rothstein Kass September 2013 - June 2014
Berkeley Research Group LLC July 2012 - August 2013
Fit U Health Clubs March 2012 - June 2012
Interprint, Inc. USA April 2011 - March 2012
SEI / Aaron’s, Inc June 2010 - April 2011
Planet Fitness, Inc August 2008 - April 2011
Skills
Payroll, Accounting, Auditing, SAP, Accounts Payable, Management, Financial Reporting, Customer Service, Journal Entries, Microsoft Office, Bookkeeping, Microsoft Excel, Financial Statements, Accruals
Education
Berkshire Community College
Associates Degree, Business Administration
Massachusetts College of Liberal Arts
Bachelor of Science Degree, Accounting
Jarett Shioshita Jarett Shioshita's Rothstein Kass Experience 2014 - 2014
Job Grad Student at the University of Texas
Industry Accounting
Experience
Rothstein Kass 2014 - 2014
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Accounting
Colorado State University 2010 — 2013
Bachelor of Science (BS), Accounting
Colorado State University 2010 — 2013
Bachelor of Arts (BA), Economics
Adams State College 2009 — 2010
Rothstein Kass 2014 - 2014
Education
The University of Texas at Austin 2014 — 2015
Master's Degree, Accounting
Colorado State University 2010 — 2013
Bachelor of Science (BS), Accounting
Colorado State University 2010 — 2013
Bachelor of Arts (BA), Economics
Adams State College 2009 — 2010
Preya Patel Preya Patel's Rothstein Kass Experience January 2014 - February 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Rothstein Kass January 2014 - February 2014
Boffi Soho May 2011 - May 2013
Larry Associates January 2011 - May 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Facebook, Social Media, QuickBooks, Research, English, Data Entry, Accounting, Time Management, Access, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
MBA, Professional Accounting
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Industrial/Organizational Psychology
PwC January 2015 - Present
Rothstein Kass January 2014 - February 2014
Boffi Soho May 2011 - May 2013
Larry Associates January 2011 - May 2011
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Facebook, Social Media, QuickBooks, Research, English, Data Entry, Accounting, Time Management, Access, Auditing
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
MBA, Professional Accounting
City University of New York-Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Industrial/Organizational Psychology
Kevin M. Goldstein Kevin M. Goldstein's Rothstein Kass Experience February 2014 - June 2014
Job Revenue Generating Leader, Financial/Technology Business Executive
Industry Financial Services
Experience
KPMG US June 2014 - Present
Rothstein Kass February 2014 - June 2014
Kee Global Advisors LLC (KGA) September 2009 - February 2014
Auxia Partners LP September 2010 - April 2012
NorthPoint Solutions LLC March 2006 - September 2009
KMG Consulting April 1998 - February 2006
Citicorp Securities August 1992 - March 1998
Johnson & Higgins January 1988 - November 1991
Trusthouse Forte Hotels August 1985 - December 1987
Skills
New Business Development, Sales & Marketing, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Fixed Income, Private Equity, Business Strategy, Leadership, Strategic Partnerships, Sales Management, Start-ups, Derivatives, IT Strategy, Cloud Computing, Asset Management, Financial Services, Business Development, Mergers & Acquisitions, CRM, Investment Management, Strategy, Finance, Outsourcing, Consulting, Corporate Development, Cross-functional Team..., Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Marketing and Management Strategy
Bowdoin College 1980 — 1984
BA, Government & Legal Studies
KPMG US June 2014 - Present
Rothstein Kass February 2014 - June 2014
Kee Global Advisors LLC (KGA) September 2009 - February 2014
Auxia Partners LP September 2010 - April 2012
NorthPoint Solutions LLC March 2006 - September 2009
KMG Consulting April 1998 - February 2006
Citicorp Securities August 1992 - March 1998
Johnson & Higgins January 1988 - November 1991
Trusthouse Forte Hotels August 1985 - December 1987
Skills
New Business Development, Sales & Marketing, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Equities, Fixed Income, Private Equity, Business Strategy, Leadership, Strategic Partnerships, Sales Management, Start-ups, Derivatives, IT Strategy, Cloud Computing, Asset Management, Financial Services, Business Development, Mergers & Acquisitions, CRM, Investment Management, Strategy, Finance, Outsourcing, Consulting, Corporate Development, Cross-functional Team..., Management
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Finance, Marketing and Management Strategy
Bowdoin College 1980 — 1984
BA, Government & Legal Studies
Helena Yoo's Rothstein Kass Experience September 2004 - November 2006
Job Senior accountant at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management August 2013 - Present
Morgan Stanley September 2007 - August 2013
Rothstein Kass September 2004 - November 2006
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Investments, Alternative Investments, Securities, Bloomberg, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor's degree, Accounting
Visium Asset Management August 2013 - Present
Morgan Stanley September 2007 - August 2013
Rothstein Kass September 2004 - November 2006
Skills
Equities, Fixed Income, Derivatives, Hedge Funds, Investments, Alternative Investments, Securities, Bloomberg, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds
Education
Boston College - Carroll School of Management 2000 — 2004
Bachelor's degree, Accounting
Azeem Marediya, CPA's Rothstein Kass Experience October 2006 - September 2009
Job Director at Cubic Technologies
Industry Information Technology and Services
Experience
Cubic Technologies February 2015 - Present
Stallion Technologies October 2013 - Present
PwC November 2011 - October 2013
Marble Slab Creamery October 2009 - October 2013
The Siegfried Group November 2011 - April 2012
PM Realty Group October 2009 - September 2011
Rothstein Kass October 2006 - September 2009
Novotny & Company May 2006 - August 2006
Skills
Partnership Taxation, Accounting, Hedge Funds, Private Equity, Real Estate, Alternative Investments, Finance, Risk Management, Business Development, Financial Reporting, Internal Audit, Financial Analysis, Investments, Financial Modeling, Due Diligence, Management
Education
Baylor University 2002 — 2006
BBA, Accounting, Real Estate
Baylor University
Cubic Technologies February 2015 - Present
Stallion Technologies October 2013 - Present
PwC November 2011 - October 2013
Marble Slab Creamery October 2009 - October 2013
The Siegfried Group November 2011 - April 2012
PM Realty Group October 2009 - September 2011
Rothstein Kass October 2006 - September 2009
Novotny & Company May 2006 - August 2006
Skills
Partnership Taxation, Accounting, Hedge Funds, Private Equity, Real Estate, Alternative Investments, Finance, Risk Management, Business Development, Financial Reporting, Internal Audit, Financial Analysis, Investments, Financial Modeling, Due Diligence, Management
Education
Baylor University 2002 — 2006
BBA, Accounting, Real Estate
Baylor University
Krista Maron Krista Maron's Rothstein Kass Experience November 2011 - June 2012
Job Hedge Fund Auditor at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass November 2011 - June 2012
Rothstein Kass January 2011 - May 2011
bebe 2006 - 2010
Education
Azusa Pacific University 2010 — 2011
MBA
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with an accounting emphasis
Rothstein Kass November 2011 - June 2012
Rothstein Kass January 2011 - May 2011
bebe 2006 - 2010
Education
Azusa Pacific University 2010 — 2011
MBA
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts, Business Economics with an accounting emphasis
Shakira Brown's Rothstein Kass Experience 2002 - 2006
Job Senior Public Relations, Internal Communications and Digital Media Executive
Industry Public Relations and Communications
Experience
SMB Strategic Media LLC (PRAdviser.net) April 2005 - Present
Covanta Energy October 2009 - August 2014
Mitchell &Titus January 2007 - October 2009
NABA 2003 - 2007
Rothstein Kass 2002 - 2006
Trylon Communications April 2000 - November 2002
MSNBC August 1996 - November 1999
Skills
Public Relations, Internal Communications, Press Releases, Media Relations, Corporate Communications, Social Media Marketing, Advertising, Marketing Communications, Newsletters, Integrated Marketing, Brand Development, Marketing, Strategy, Brand Management, SEM, Social Networking, Strategic Communications, Leadership, Publicity, Journalism, Editing, Management Consulting, Website Development, Corporate Social..., Entertainment, Team Building, Research, Team Leadership, Copy Editing, Blogging, Marketing Strategy, Crisis Communications, Reputation Management, Business Strategy, Media Planning, Copywriting, Social Media, Television, Website Redesign..., Graphic Design, Adobe Creative Suite
Education
Boston University 1991 — 1995
BS, Journalism
Newark Academy 1987 — 1991
College Prepatory High School
SMB Strategic Media LLC (PRAdviser.net) April 2005 - Present
Covanta Energy October 2009 - August 2014
Mitchell &Titus January 2007 - October 2009
NABA 2003 - 2007
Rothstein Kass 2002 - 2006
Trylon Communications April 2000 - November 2002
MSNBC August 1996 - November 1999
Skills
Public Relations, Internal Communications, Press Releases, Media Relations, Corporate Communications, Social Media Marketing, Advertising, Marketing Communications, Newsletters, Integrated Marketing, Brand Development, Marketing, Strategy, Brand Management, SEM, Social Networking, Strategic Communications, Leadership, Publicity, Journalism, Editing, Management Consulting, Website Development, Corporate Social..., Entertainment, Team Building, Research, Team Leadership, Copy Editing, Blogging, Marketing Strategy, Crisis Communications, Reputation Management, Business Strategy, Media Planning, Copywriting, Social Media, Television, Website Redesign..., Graphic Design, Adobe Creative Suite
Education
Boston University 1991 — 1995
BS, Journalism
Newark Academy 1987 — 1991
College Prepatory High School
Erik Tobiason Erik Tobiason's Rothstein Kass Experience November 2011 - April 2013
Job Internal Audit
Industry Accounting
Experience
Prudential Financial April 2013 - August 2015
Rothstein Kass November 2011 - April 2013
Prudential Financial April 2010 - May 2011
Rutgers Business School September 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, HTML, Access, PowerPoint, Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, GAAP, Account Reconciliation, Financial Statements, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, Variance Analysis, CPA, Private Equity, Bank Reconciliation, Outlook, Sarbanes-Oxley, Internal Audit, Teamwork, Lotus Notes, External Audit, Financial Services, Accruals, Fixed Assets, Accounts Receivable, Accounts Payable
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2012
Master's degree, Financial Accounting, 3.75
Rutgers Business School 2009 — 2012
Bachelor of Science (B.S.), Accounting, 3.79
Rutgers, The State University of New Jersey Rutgers Business School-Newark 2009 — 2012
Master of Accountancy; Bachelor of Science, Financial Accounting; Accounting; Management Information Systems
Bergen Community College 2008 — 2009
A.S., Accounting, 3.83
Prudential Financial April 2013 - August 2015
Rothstein Kass November 2011 - April 2013
Prudential Financial April 2010 - May 2011
Rutgers Business School September 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, HTML, Access, PowerPoint, Accounting, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, GAAP, Account Reconciliation, Financial Statements, Internal Controls, US GAAP, Sarbanes-Oxley Act, SEC filings, Variance Analysis, CPA, Private Equity, Bank Reconciliation, Outlook, Sarbanes-Oxley, Internal Audit, Teamwork, Lotus Notes, External Audit, Financial Services, Accruals, Fixed Assets, Accounts Receivable, Accounts Payable
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2012
Master's degree, Financial Accounting, 3.75
Rutgers Business School 2009 — 2012
Bachelor of Science (B.S.), Accounting, 3.79
Rutgers, The State University of New Jersey Rutgers Business School-Newark 2009 — 2012
Master of Accountancy; Bachelor of Science, Financial Accounting; Accounting; Management Information Systems
Bergen Community College 2008 — 2009
A.S., Accounting, 3.83
Craig Arnoff, CPA's Rothstein Kass Experience November 2012 - June 2013
Job Branch Accountant/Project Manager at Arnoff Moving & Storage
Industry Accounting
Experience
Arnoff Moving & Storage June 2013 - Present
Rothstein Kass November 2012 - June 2013
Tate & Tryon, CPAs & Consultants January 2011 - August 2011
CapMac August 2010 - August 2011
Hudson Valley Renegades May 2010 - August 2010
Arnoff Moving & Storage May 2009 - September 2009
Arnoff Moving & Storage May 2008 - September 2008
Arnoff Moving & Storage May 2004 - September 2007
Skills
Microsoft Dynamics, Quickbooks, Microsoft Office, Solomon, Great Plains, Accounting, Logistics, Rigging, Accounts Payable, Accounts Receivable, Non-profits, General Ledger
Education
Boston University - School of Management 2008 — 2012
BSBA, Accounting
Arnoff Moving & Storage June 2013 - Present
Rothstein Kass November 2012 - June 2013
Tate & Tryon, CPAs & Consultants January 2011 - August 2011
CapMac August 2010 - August 2011
Hudson Valley Renegades May 2010 - August 2010
Arnoff Moving & Storage May 2009 - September 2009
Arnoff Moving & Storage May 2008 - September 2008
Arnoff Moving & Storage May 2004 - September 2007
Skills
Microsoft Dynamics, Quickbooks, Microsoft Office, Solomon, Great Plains, Accounting, Logistics, Rigging, Accounts Payable, Accounts Receivable, Non-profits, General Ledger
Education
Boston University - School of Management 2008 — 2012
BSBA, Accounting
Veena Raja, CPA Veena Raja, CPA's Rothstein Kass Experience January 2008 - November 2008
Job Assurance Manager at EY
Industry Accounting
Experience
EY October 2014 - Present
EY September 2009 - September 2014
Rothstein Kass January 2008 - November 2008
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Audits, Account Reconciliation, SEC, Preparation, Financial Reporting, Auditing, SEC filings, External Audit, US GAAP, Sarbanes-Oxley, Tax, GAAP
Education
California State University-East Bay 2007 — 2009
MBA, Accounting
California State University-East Bay 2002 — 2004
BS, Computer Science
EY October 2014 - Present
EY September 2009 - September 2014
Rothstein Kass January 2008 - November 2008
Skills
Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Financial Audits, Account Reconciliation, SEC, Preparation, Financial Reporting, Auditing, SEC filings, External Audit, US GAAP, Sarbanes-Oxley, Tax, GAAP
Education
California State University-East Bay 2007 — 2009
MBA, Accounting
California State University-East Bay 2002 — 2004
BS, Computer Science
Jessica Coker, CPA Jessica Coker, CPA's Rothstein Kass Experience October 2012 - July 2014
Job Manager Alternative Investments at KPMG
Industry Financial Services
Experience
KPMG July 2014 - Present
Rothstein Kass October 2012 - July 2014
Stockbridge Capital Group April 2012 - October 2012
Ernst & Young September 2009 - March 2012
California Polytechnic State University April 2009 - June 2009
Ernst & Young June 2008 - August 2008
Skills
Financial Accounting, Accounting, Financial Reporting, US GAAP, Auditing, Financial Analysis, Assurance, Big 4, Private Equity, Fund Accounting, CPA, External Audit, Financial Statements, GAAP, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Finance/Accounting
Copenhagen Business School
KPMG July 2014 - Present
Rothstein Kass October 2012 - July 2014
Stockbridge Capital Group April 2012 - October 2012
Ernst & Young September 2009 - March 2012
California Polytechnic State University April 2009 - June 2009
Ernst & Young June 2008 - August 2008
Skills
Financial Accounting, Accounting, Financial Reporting, US GAAP, Auditing, Financial Analysis, Assurance, Big 4, Private Equity, Fund Accounting, CPA, External Audit, Financial Statements, GAAP, SEC Filings
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Finance/Accounting
Copenhagen Business School
Christy L. Severance Christy L. Severance's Rothstein Kass Experience June 2011 - June 2014
Job Senior Tax Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass June 2011 - June 2014
Accounting Office of John R. Warner June 2010 - February 2011
Cal Poly, Multicultural Center September 2009 - June 2010
Skills
Income Tax, Partnership Taxation, Accounting, High Net Worth..., Personal Tax Planning, ProSystem fx Tax, Alternative Investments, Private Equity, GoSystems, Fund Accounting, Corporate Tax, FBAR, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
KPMG US July 2014 - Present
Rothstein Kass June 2011 - June 2014
Accounting Office of John R. Warner June 2010 - February 2011
Cal Poly, Multicultural Center September 2009 - June 2010
Skills
Income Tax, Partnership Taxation, Accounting, High Net Worth..., Personal Tax Planning, ProSystem fx Tax, Alternative Investments, Private Equity, GoSystems, Fund Accounting, Corporate Tax, FBAR, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Joanne Hallare, CPA Joanne Hallare, CPA's Rothstein Kass Experience January 2012 - March 2014
Job Learning to Sell Furniture & Student at General Assembly NYC
Industry Furniture
Experience
Third Avenue Management March 2014 - May 2015
Rothstein Kass January 2012 - March 2014
Deloitte November 2009 - January 2012
Deloitte June 2008 - August 2008
Deloitte June 2007 - August 2007
Cantella July 2006 - September 2006
Skills
Corptax, Excel, Access, Tax Accounting, Tax, Corporate Tax, Income Tax, Accounting, Tax Research, Tax Returns, CPA, Sarbanes-Oxley Act, Tax Preparation, Partnership Taxation, Microsoft Excel, Internal Audit, State Tax, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
Masters of Science in Taxation, Taxation
Boston College 2004 — 2008
BS in Business Management, Finance, Accounting
Third Avenue Management March 2014 - May 2015
Rothstein Kass January 2012 - March 2014
Deloitte November 2009 - January 2012
Deloitte June 2008 - August 2008
Deloitte June 2007 - August 2007
Cantella July 2006 - September 2006
Skills
Corptax, Excel, Access, Tax Accounting, Tax, Corporate Tax, Income Tax, Accounting, Tax Research, Tax Returns, CPA, Sarbanes-Oxley Act, Tax Preparation, Partnership Taxation, Microsoft Excel, Internal Audit, State Tax, Auditing
Education
Fordham Gabelli School of Business 2008 — 2010
Masters of Science in Taxation, Taxation
Boston College 2004 — 2008
BS in Business Management, Finance, Accounting
Jennifer Trott's Rothstein Kass Experience September 2012 - June 2014
Job Office Manager at WithumSmith+Brown
Industry Financial Services
Experience
WithumSmith+Brown September 2015 - Present
KPMG US September 2014 - Present
Rothstein Kass September 2012 - June 2014
PricewaterhouseCoopers April 2006 - September 2012
Cambridge Trust Company September 2003 - April 2006
CambridgePort Bank March 1998 - September 2003
KinderCare May 1996 - March 1998
Skills
Banking, Microsoft Excel, Microsoft Office, Lotus Notes, Access, Customer Service, Accounting, Financial Services, Outlook, Credit, Project Management, Microsoft Word, PowerPoint, Loans, Teamwork, Vendor Management, Human Resources, Management, Auditing, Administrative..., Event Planning, Event Management, Office Administration, Office Management, Administrative...
Education
Massasoit Community College 1994 — 1997
Early Childhood Education
Bridgewater State College 1992 — 1994
Early Childhood Education
WithumSmith+Brown September 2015 - Present
KPMG US September 2014 - Present
Rothstein Kass September 2012 - June 2014
PricewaterhouseCoopers April 2006 - September 2012
Cambridge Trust Company September 2003 - April 2006
CambridgePort Bank March 1998 - September 2003
KinderCare May 1996 - March 1998
Skills
Banking, Microsoft Excel, Microsoft Office, Lotus Notes, Access, Customer Service, Accounting, Financial Services, Outlook, Credit, Project Management, Microsoft Word, PowerPoint, Loans, Teamwork, Vendor Management, Human Resources, Management, Auditing, Administrative..., Event Planning, Event Management, Office Administration, Office Management, Administrative...
Education
Massasoit Community College 1994 — 1997
Early Childhood Education
Bridgewater State College 1992 — 1994
Early Childhood Education
Justin Delman Justin Delman's Rothstein Kass Experience June 2013 - June 2013
Job Lead Tax Intern at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - August 2015
McGladrey June 2014 - August 2014
McGladrey July 2013 - July 2013
EY June 2013 - June 2013
Deloitte June 2013 - June 2013
Rothstein Kass June 2013 - June 2013
KPMG US May 2013 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Accounting, Auditing, Management, Tax, Leadership
Education
Binghamton University - School of Management 2014 — 2015
Master of Science (MS), Accounting with Tax Concentration
SUNY Binghamton 2010 — 2014
Bachelor of Science (BS), Accounting
McGladrey June 2015 - August 2015
McGladrey June 2014 - August 2014
McGladrey July 2013 - July 2013
EY June 2013 - June 2013
Deloitte June 2013 - June 2013
Rothstein Kass June 2013 - June 2013
KPMG US May 2013 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Accounting, Auditing, Management, Tax, Leadership
Education
Binghamton University - School of Management 2014 — 2015
Master of Science (MS), Accounting with Tax Concentration
SUNY Binghamton 2010 — 2014
Bachelor of Science (BS), Accounting
Miriam Autie Miriam Autie's Rothstein Kass Experience September 2005 - March 2011
Job CRM/Database Marketing Professional
Industry Marketing and Advertising
Experience
O'Melveny & Myers LLP 2014 - 2015
Chadbourne & Parke LLP 2014 - 2014
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - August 2013
Rothstein Kass September 2005 - March 2011
MDY Advanced Technologies, Inc January 2000 - January 2002
Primedia Business (Intertec Publishing) January 1998 - January 2000
Primedia Business (Intertec Publishing) September 1996 - January 1998
Skills
Email Marketing, Lead Generation, Marketing, Advertising, Online Marketing, Marketing Communications, Marketing Management, Budgets, Sales, Microsoft Office, Trade Shows, Strategy, Business Development, Product Marketing, Market Research, Social Media, Management, Sales Operations, Project Management, Online Advertising, Social Networking, Leadership, Marketing Strategy, Salesforce.com, Account Management, Photoshop, Negotiation, Social Media Marketing, Direct Marketing, Team Building, Digital Marketing, B2B, Event Management, Multi-channel Marketing, Adobe Software, MS Office Suite, MS CRM, Customer Relations, Administration, Research, Excel, Word, Budgeting, CRM, Microsoft CRM, Microsoft Excel, Microsoft Word, Customer Service
Education
City University of New York-Hunter College 1987 — 1991
Borough of Manhattan Community College
O'Melveny & Myers LLP 2014 - 2015
Chadbourne & Parke LLP 2014 - 2014
Konica Minolta Business Solutions U.S.A., Inc. August 2012 - August 2013
Rothstein Kass September 2005 - March 2011
MDY Advanced Technologies, Inc January 2000 - January 2002
Primedia Business (Intertec Publishing) January 1998 - January 2000
Primedia Business (Intertec Publishing) September 1996 - January 1998
Skills
Email Marketing, Lead Generation, Marketing, Advertising, Online Marketing, Marketing Communications, Marketing Management, Budgets, Sales, Microsoft Office, Trade Shows, Strategy, Business Development, Product Marketing, Market Research, Social Media, Management, Sales Operations, Project Management, Online Advertising, Social Networking, Leadership, Marketing Strategy, Salesforce.com, Account Management, Photoshop, Negotiation, Social Media Marketing, Direct Marketing, Team Building, Digital Marketing, B2B, Event Management, Multi-channel Marketing, Adobe Software, MS Office Suite, MS CRM, Customer Relations, Administration, Research, Excel, Word, Budgeting, CRM, Microsoft CRM, Microsoft Excel, Microsoft Word, Customer Service
Education
City University of New York-Hunter College 1987 — 1991
Borough of Manhattan Community College
Jesse Bergman, CPA Jesse Bergman, CPA's Rothstein Kass Experience July 2010 - September 2013
Job Assistant Controller at ICV Partners, LLC
Industry Accounting
Experience
ICV Partners, LLC July 2014 - Present
PwC December 2013 - July 2014
Rothstein Kass July 2010 - September 2013
Rothstein Kass October 2008 - June 2010
SVB Financial Group June 2007 - September 2007
Skills
GAAP, Tax, Fund Of Funds, Accounting, SEC filings, Private Equity, Hedge Funds, CPA, US GAAP, Partnership Taxation, Venture Capital, Tax Accounting, Fund Accounting, Tax Research, Corporate Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration with concentrations in Accounting and Finance, and a Minor in Psychology
Copenhagen Business School
Finance, Accounting, Economics
Acalanes High School
ICV Partners, LLC July 2014 - Present
PwC December 2013 - July 2014
Rothstein Kass July 2010 - September 2013
Rothstein Kass October 2008 - June 2010
SVB Financial Group June 2007 - September 2007
Skills
GAAP, Tax, Fund Of Funds, Accounting, SEC filings, Private Equity, Hedge Funds, CPA, US GAAP, Partnership Taxation, Venture Capital, Tax Accounting, Fund Accounting, Tax Research, Corporate Tax, Financial Statements
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Business Administration with concentrations in Accounting and Finance, and a Minor in Psychology
Copenhagen Business School
Finance, Accounting, Economics
Acalanes High School
Seth Werner's Rothstein Kass Experience May 2011 - September 2013
Job Lead Database Administrator at McGraw Hill Financial
Industry Accounting
Experience
McGraw Hill Financial September 2013 - Present
Rothstein Kass May 2011 - September 2013
Rothstein Kass January 2007 - May 2011
Custom Computer Specialists May 2005 - December 2006
Skills
Microsoft SQL Server, Database Administration, Financial Reporting, Database Design, Business Intelligence, Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Software Documentation, Windows Server, Troubleshooting, Databases, Technical Support, Accounting
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Binghamton 2000 — 2004
Bachelor of Science (B.S.), Computer Science
McGraw Hill Financial September 2013 - Present
Rothstein Kass May 2011 - September 2013
Rothstein Kass January 2007 - May 2011
Custom Computer Specialists May 2005 - December 2006
Skills
Microsoft SQL Server, Database Administration, Financial Reporting, Database Design, Business Intelligence, Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Software Documentation, Windows Server, Troubleshooting, Databases, Technical Support, Accounting
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York at Binghamton 2000 — 2004
Bachelor of Science (B.S.), Computer Science
Malvina Dimeas's Rothstein Kass Experience October 2007 - June 2008
Job CPA
Industry Accounting
Experience
CohnReznick LLP September 2014 - Present
Kass & Jaffe, CPA's, PC June 2008 - September 2014
Rothstein Kass October 2007 - June 2008
Ernst & Young August 2003 - October 2007
Skills
Financial Reporting, Financial Statements, Financial Audits, Tax Accounting, Tax Audit Representation, Corporate Tax, Partnership Taxation, Personal Income Tax..., Small Business, Medium Business, Nonprofits
Education
Bentley College 1998 — 2002
Bachelor of Science (B.S.), Accounting
CohnReznick LLP September 2014 - Present
Kass & Jaffe, CPA's, PC June 2008 - September 2014
Rothstein Kass October 2007 - June 2008
Ernst & Young August 2003 - October 2007
Skills
Financial Reporting, Financial Statements, Financial Audits, Tax Accounting, Tax Audit Representation, Corporate Tax, Partnership Taxation, Personal Income Tax..., Small Business, Medium Business, Nonprofits
Education
Bentley College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Joseph Sarno III's Rothstein Kass Experience October 2005 - July 2007
Job Senior Accountant at SS&C
Industry Accounting
Experience
Borough Of Garwood April 2015 - Present
SS&C GlobeOp October 2014 - Present
Citco Fund Services July 2009 - October 2014
Sirius XM Radio Inc. November 2008 - August 2009
UBS Wealth Management July 2007 - April 2009
Rothstein Kass October 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments
Education
Albright College 2001 — 2005
BS, Accounting & Political Science
Connecticut School of Broadcasting 2008 — 2008
TV/Radio Broadcasting
Borough Of Garwood April 2015 - Present
SS&C GlobeOp October 2014 - Present
Citco Fund Services July 2009 - October 2014
Sirius XM Radio Inc. November 2008 - August 2009
UBS Wealth Management July 2007 - April 2009
Rothstein Kass October 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments
Education
Albright College 2001 — 2005
BS, Accounting & Political Science
Connecticut School of Broadcasting 2008 — 2008
TV/Radio Broadcasting
Deirdre J. Joyce Deirdre J. Joyce's Rothstein Kass Experience January 2011 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2011 - June 2014
RSM Richter Chamberland June 2002 - January 2011
Ernst & Young 1997 - 2002
Law Firm, Private Practice January 1995 - July 1997
Vermont Department of Taxes September 1992 - September 1994
Lisman and Lisman September 1989 - September 1992
Skills
Tax Law, Corporate Tax, Tax, International Tax, Tax Advisory, Income Tax, Auditing, Corporate Law, Accounting, US GAAP, Real Estate, Tax Research, Tax Accounting, Tax Returns, FIN 48
Education
Boston University School of Law
JD, Law
Boston University School of Law
LL.M., Taxation
Huntington High School
Wellesley College
BA, Art History
KPMG US July 2014 - Present
Rothstein Kass January 2011 - June 2014
RSM Richter Chamberland June 2002 - January 2011
Ernst & Young 1997 - 2002
Law Firm, Private Practice January 1995 - July 1997
Vermont Department of Taxes September 1992 - September 1994
Lisman and Lisman September 1989 - September 1992
Skills
Tax Law, Corporate Tax, Tax, International Tax, Tax Advisory, Income Tax, Auditing, Corporate Law, Accounting, US GAAP, Real Estate, Tax Research, Tax Accounting, Tax Returns, FIN 48
Education
Boston University School of Law
JD, Law
Boston University School of Law
LL.M., Taxation
Huntington High School
Wellesley College
BA, Art History
Andrew Sparling's Rothstein Kass Experience October 2008 - March 2014
Job
Industry Accounting
Experience
Cerberus Capital Management April 2014 - Present
Rothstein Kass October 2008 - March 2014
US Securities and Exchange Commission May 2007 - October 2007
Desert Hills Bank May 2006 - September 2006
Education
Boston College 2004 — 2008
B.S.
Cerberus Capital Management April 2014 - Present
Rothstein Kass October 2008 - March 2014
US Securities and Exchange Commission May 2007 - October 2007
Desert Hills Bank May 2006 - September 2006
Education
Boston College 2004 — 2008
B.S.
Jamie Goyette, CPA Jamie Goyette, CPA's Rothstein Kass Experience December 2013 - June 2014
Job
Industry Accounting
Experience
TA Associates Senior AssociateKPMG USJuly 2014 - May 2015
Rothstein Kass December 2013 - June 2014
PricewaterhouseCoopers January 2011 - November 2013
Bristol County Savings Bank July 2005 - December 2010
Castro, Thresher & Oliveira, PC September 2009 - September 2010
Skills
Tax Preparation, Financial Analysis, GAAP, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Financial Statements, CPA
Education
Bryant University 2010 — 2010
Masters of Professional Accountancy
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
TA Associates Senior AssociateKPMG USJuly 2014 - May 2015
Rothstein Kass December 2013 - June 2014
PricewaterhouseCoopers January 2011 - November 2013
Bristol County Savings Bank July 2005 - December 2010
Castro, Thresher & Oliveira, PC September 2009 - September 2010
Skills
Tax Preparation, Financial Analysis, GAAP, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Financial Statements, CPA
Education
Bryant University 2010 — 2010
Masters of Professional Accountancy
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Jason Marx Jason Marx's Rothstein Kass Experience 1997 - 1999
Job Estate Planning, Elder Law/Special Needs Planning and Tax Attorney at Connell Foley LLP
Industry Law Practice
Experience
Connell Foley LLP July 2005 - Present
Steven R. Lehr, P.C. March 2002 - July 2005
Greenbaum, Rowe, Smith, Ravin Davis & Himmel March 2000 - March 2002
Schenck, Price, Smith & King, LLP March 1999 - March 2000
Rothstein Kass 1997 - 1999
Rothstein Kass 1997 - 1999
Merrill Lynch 1990 - 1995
Skills
Asset Protection, Trusts, Estate Planning, Estate Tax Planning, Elder Law, Special Needs Planning, Tax, Special Education, wills, Powers of Attorney, special needs trusts, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Business Transactions, LLC, Estate Administration, Bankruptcy, Gift Tax, Business Litigation, Appeals, Business Formation, Creditors' Rights, Corporate Law
Education
New York University School of Law 1999 — 2003
LL.M., Taxation
Seton Hall University School of Law 1995 — 1998
JD, Law (concentration in Taxation and Health Law)
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Huntington High School 1982 — 1986
Connell Foley LLP July 2005 - Present
Steven R. Lehr, P.C. March 2002 - July 2005
Greenbaum, Rowe, Smith, Ravin Davis & Himmel March 2000 - March 2002
Schenck, Price, Smith & King, LLP March 1999 - March 2000
Rothstein Kass 1997 - 1999
Rothstein Kass 1997 - 1999
Merrill Lynch 1990 - 1995
Skills
Asset Protection, Trusts, Estate Planning, Estate Tax Planning, Elder Law, Special Needs Planning, Tax, Special Education, wills, Powers of Attorney, special needs trusts, Guardianship, Medicaid, Estate Law, Special Needs Trusts, Business Transactions, LLC, Estate Administration, Bankruptcy, Gift Tax, Business Litigation, Appeals, Business Formation, Creditors' Rights, Corporate Law
Education
New York University School of Law 1999 — 2003
LL.M., Taxation
Seton Hall University School of Law 1995 — 1998
JD, Law (concentration in Taxation and Health Law)
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Huntington High School 1982 — 1986
Jorgi McCarren Jorgi McCarren's Rothstein Kass Experience August 2012 - March 2013
Job Executive Assistant to the CPO and CFO at CAN Capital
Industry Financial Services
Experience
CAN Capital January 2014 - Present
The Jones Group Inc. March 2013 - January 2014
Rothstein Kass August 2012 - March 2013
Ameriprise Financial Services, Inc. July 2010 - June 2012
Studio East Hair Design May 2005 - August 2007
Gannett Fleming March 2004 - May 2005
Skills
Customer Service, Microsoft Excel, Outlook, Office Administration, PowerPoint, Event Planning, Microsoft Office, Office Management, Executive Calendar..., Coordinate Meetings, Conference Logistics, Travel Arrangements, Accounts..., Bill Drafting, Payroll, Editing, Drafting Correspondence, Drafting Proposals, Social Networking, Proficient Typing; 60+..., Lotus Notes, Social Media, Microsoft Word, Time Management
Education
Indiana University of Pennsylvania 2007 — 2010
Bachelor of Science, Fashion Merchandising
American InterContinental University 2008 — 2008
HACC, Central Pennsylvania's Community College 2003 — 2004
Business
CAN Capital January 2014 - Present
The Jones Group Inc. March 2013 - January 2014
Rothstein Kass August 2012 - March 2013
Ameriprise Financial Services, Inc. July 2010 - June 2012
Studio East Hair Design May 2005 - August 2007
Gannett Fleming March 2004 - May 2005
Skills
Customer Service, Microsoft Excel, Outlook, Office Administration, PowerPoint, Event Planning, Microsoft Office, Office Management, Executive Calendar..., Coordinate Meetings, Conference Logistics, Travel Arrangements, Accounts..., Bill Drafting, Payroll, Editing, Drafting Correspondence, Drafting Proposals, Social Networking, Proficient Typing; 60+..., Lotus Notes, Social Media, Microsoft Word, Time Management
Education
Indiana University of Pennsylvania 2007 — 2010
Bachelor of Science, Fashion Merchandising
American InterContinental University 2008 — 2008
HACC, Central Pennsylvania's Community College 2003 — 2004
Business
James M. Kittler's Rothstein Kass Experience August 2012 - June 2014
Job JDJ Family Office Services
Industry Individual & Family Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS, LLC June 1997 - April 2000
State Street Bank July 1996 - June 1997
AEW Capital Management May 1993 - June 1996
Skills
Accounting, Financial Planning, Budgeting, Financial Reporting, High Net Worth..., Estate Planning, Strategic Financial..., Portfolio Management, Insurance, Finance, Wealth Management, Budgets, Management Consulting, Due Diligence, Asset Management, Tax, Investments, Private Equity, Management
Education
Babson College 1987 — 1991
Boston University
Certificate in Financial Planning, Financial Planning
Boston University
Real Estate Studies Program
Ivy Chiu Pettignano, CPA's Rothstein Kass Experience October 2006 - July 2014
Job Senior Manager at KPMG LLP
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2006 - July 2014
Skills
Hedge Funds, Auditing, Financial Reporting, Financial Accounting, CPA, Fund Of Funds, Microsoft Office, Internal Controls
Education
Boston University 2002 — 2006
BSBA, Accounting and Business/Management
KPMG US July 2014 - Present
Rothstein Kass October 2006 - July 2014
Skills
Hedge Funds, Auditing, Financial Reporting, Financial Accounting, CPA, Fund Of Funds, Microsoft Office, Internal Controls
Education
Boston University 2002 — 2006
BSBA, Accounting and Business/Management
Allyson Toto's Rothstein Kass Experience August 2013 - June 2014
Job Tax Sr. Administrative Assistant at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass August 2013 - June 2014
BDO USA, LLP May 2005 - August 2013
MR Valuation Consulting, LLC October 2003 - September 2004
Skills
Outlook, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint, GoFileRoom, GoSystems, Accounts Payable, Accounts Receivable, Proposal Support, Travel Management, Contract Management, Microsoft CRM
Education
Brookdale Community College
KPMG US July 2014 - Present
Rothstein Kass August 2013 - June 2014
BDO USA, LLP May 2005 - August 2013
MR Valuation Consulting, LLC October 2003 - September 2004
Skills
Outlook, PeopleSoft, Microsoft Excel, Microsoft Word, PowerPoint, GoFileRoom, GoSystems, Accounts Payable, Accounts Receivable, Proposal Support, Travel Management, Contract Management, Microsoft CRM
Education
Brookdale Community College
Julianne Kodack's Rothstein Kass Experience June 2013 - August 2013
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Boston University School of Management September 2012 - Present
Becker Professional Education September 2012 - Present
Boston University School of Management January 2012 - May 2014
Rothstein Kass June 2013 - August 2013
Banana Republic May 2012 - August 2012
Skills
PowerPoint, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Accounts Payable, Outlook, Accounts Receivable, Microsoft Office, Access, Bookkeeping, General Ledger, Finance, Financial Statements, Friendly Personality, Social Media
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Holmdel High School 2004 — 2010
KPMG US October 2014 - Present
Boston University School of Management September 2012 - Present
Becker Professional Education September 2012 - Present
Boston University School of Management January 2012 - May 2014
Rothstein Kass June 2013 - August 2013
Banana Republic May 2012 - August 2012
Skills
PowerPoint, Accounting, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Accounts Payable, Outlook, Accounts Receivable, Microsoft Office, Access, Bookkeeping, General Ledger, Finance, Financial Statements, Friendly Personality, Social Media
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Holmdel High School 2004 — 2010
Candice Llemos Candice Llemos's Rothstein Kass Experience 2011 - Present
Job Audit Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass 2011 - Present
Rothstein Kass February 2007 - September 2011
Perry-Smith LLP January 2006 - January 2007
ChildCare Careers 1998 - 2005
Skills
Financial Reporting, Risk Assessment, Partnership Accounting, Private Equity, Fund Of Funds, Venture Capital, US GAAP, Hedge Funds, Alternative Investments, Offshore Funds, Broker-Dealer, Management Companies, Accounting, Auditing
Education
California State University-East Bay
Bachelor of Arts in Business Administration, Concentration in Finance
Rothstein Kass 2011 - Present
Rothstein Kass February 2007 - September 2011
Perry-Smith LLP January 2006 - January 2007
ChildCare Careers 1998 - 2005
Skills
Financial Reporting, Risk Assessment, Partnership Accounting, Private Equity, Fund Of Funds, Venture Capital, US GAAP, Hedge Funds, Alternative Investments, Offshore Funds, Broker-Dealer, Management Companies, Accounting, Auditing
Education
California State University-East Bay
Bachelor of Arts in Business Administration, Concentration in Finance
Biana Kerendian, PHR's Rothstein Kass Experience October 2009 - December 2012
Job Operations Manager at Keystone Law Group, P.C.
Industry Human Resources
Experience
Windward School February 2013 - August 2013
Rothstein Kass October 2009 - December 2012
UCLA June 2009 - October 2009
Katten Muchin Rosenman LLP June 2008 - April 2009
Bowditch & Dewey, LLP January 2008 - April 2008
Lawson & Weitzen, LLP June 2006 - December 2006
Skills
Employee Relations, Benefits, Event Planning, Interviewing, Benefits Administration, Talent Acquisition, Employee Benefits, Onboarding, New Hire Orientations, Interviews, Applicant Tracking..., Human Resources, Recruiting, PeopleSoft, HRIS
Education
Northeastern University 2004 — 2008
Bachelor of Arts, Sociology, Comm Studies, Law, Policy & Society
Bond University 2007 — 2007
Windward School February 2013 - August 2013
Rothstein Kass October 2009 - December 2012
UCLA June 2009 - October 2009
Katten Muchin Rosenman LLP June 2008 - April 2009
Bowditch & Dewey, LLP January 2008 - April 2008
Lawson & Weitzen, LLP June 2006 - December 2006
Skills
Employee Relations, Benefits, Event Planning, Interviewing, Benefits Administration, Talent Acquisition, Employee Benefits, Onboarding, New Hire Orientations, Interviews, Applicant Tracking..., Human Resources, Recruiting, PeopleSoft, HRIS
Education
Northeastern University 2004 — 2008
Bachelor of Arts, Sociology, Comm Studies, Law, Policy & Society
Bond University 2007 — 2007
Doreen Biebusch Doreen Biebusch's Rothstein Kass Experience August 2012 - June 2014
Job Partner at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources October 2000 - July 2012
AEGIS June 1997 - June 2000
AEW Capital Management 1996 - 1997
Aldrich Eastman & Waltch 1988 - 1997
AEW Capital Management (formerly Aldrich Eastman & Waltch) 1988 - 1997
KPMG Peat Marwick 1981 - 1988
Skills
Estate Planning, Strategic Financial..., Family Office, Financial Analysis, Tax Preparation, Family Business, Fiduciary, Gift Tax, Trusts, Estate Tax Planning, LLC, Alternative Investments, Tax, Investment Management, Venture Capital, Finance, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1981
MBA, Accounting
Skidmore College 1975 — 1979
BA, English
Maria Struve's Rothstein Kass Experience October 2007 - August 2011
Job Tax and Accounting Specialist
Industry Accounting
Experience
Maria Struve, EA / Keating Consulting 2011 - Present
DZH Phillips LLP August 2011 - 2013
Rothstein Kass October 2007 - August 2011
Associated Pension Consultants, Inc. January 2001 - January 2003
Benetech, Inc. 1999 - 2001
SLO Forum Magazine 1996 - 1998
Skills
Income Tax, Accounting, QuickBooks, ProSystem fx Tax, Xero, Access, Bill Payment, Enrolled Agent, Operations Management, Operational Efficiency, Project Management, Process Excellence, Database Design, Visual Basic, Excel models, Real Estate License, Mortgage Lending
Education
Cal Poly San Luis Obispo
Bachelor of Arts (B.A.), Accounting
Maria Struve, EA / Keating Consulting 2011 - Present
DZH Phillips LLP August 2011 - 2013
Rothstein Kass October 2007 - August 2011
Associated Pension Consultants, Inc. January 2001 - January 2003
Benetech, Inc. 1999 - 2001
SLO Forum Magazine 1996 - 1998
Skills
Income Tax, Accounting, QuickBooks, ProSystem fx Tax, Xero, Access, Bill Payment, Enrolled Agent, Operations Management, Operational Efficiency, Project Management, Process Excellence, Database Design, Visual Basic, Excel models, Real Estate License, Mortgage Lending
Education
Cal Poly San Luis Obispo
Bachelor of Arts (B.A.), Accounting
Annie Lerner's Rothstein Kass Experience October 1999 - August 2001
Job Chief Financial Officer at P. Schoenfeld Asset Management
Industry Financial Services
Experience
P. Schoenfeld Asset Management LP August 2001 - Present
Rothstein Kass October 1999 - August 2001
Rosen Seymour Shapss Martin & Company LLP January 1999 - October 1999
Skills
Fund Of Funds, Alternative Investments, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis, Bloomberg, Equities, Fixed Income, Financial Reporting, Financial Modeling, Fund Accounting, US GAAP, Securities, Valuation, Private Equity, Due Diligence, Asset Management
Education
State University of New York at Binghamton 1994 — 1998
BS, Accounting & Concentration in International Business Management
P. Schoenfeld Asset Management LP August 2001 - Present
Rothstein Kass October 1999 - August 2001
Rosen Seymour Shapss Martin & Company LLP January 1999 - October 1999
Skills
Fund Of Funds, Alternative Investments, Corporate Finance, Derivatives, Hedge Funds, Financial Analysis, Bloomberg, Equities, Fixed Income, Financial Reporting, Financial Modeling, Fund Accounting, US GAAP, Securities, Valuation, Private Equity, Due Diligence, Asset Management
Education
State University of New York at Binghamton 1994 — 1998
BS, Accounting & Concentration in International Business Management
Nick Castoria's Rothstein Kass Experience September 2001 - March 2006
Job Agile Hedge Solutions Delivering Experienced and Ethical Institutional Quality CFO & COO Consulting Solutions
Industry Financial Services
Experience
Agile Hedge Solutions January 2010 - Present
Proprietary Fund Services, LLC March 2009 - December 2009
Enable Capital Management, LLC May 2008 - March 2009
Origin Capital Management April 2006 - April 2008
Rothstein Kass September 2001 - March 2006
Education
Bryant University 1997 — 2001
Agile Hedge Solutions January 2010 - Present
Proprietary Fund Services, LLC March 2009 - December 2009
Enable Capital Management, LLC May 2008 - March 2009
Origin Capital Management April 2006 - April 2008
Rothstein Kass September 2001 - March 2006
Education
Bryant University 1997 — 2001
Jason Chiang's Rothstein Kass Experience 2007 - 2009
Job Auditor and Management Consultant
Industry Management Consulting
Experience
Resources Global Professionals & Independent Consultant May 2009 - Present
Rothstein Kass 2007 - 2009
Stonefield Josephson 2006 - 2007
GMAC Mortgage Company 2005 - 2006
Fremont Investment & Loan 2003 - 2004
Pacific Life Insurance Company 2000 - 2003
RSM McGladrey / McGladrey & Pullen 1993 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, @Risk, Banking, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Financial Risk, Enterprise Risk..., Process Improvement, Risk Assessment, COSO, SOX 404, SEC filings, CPA, Financial Audits, SEC Filings
Education
Bucknell University 1989 — 1993
BSBA
Resources Global Professionals & Independent Consultant May 2009 - Present
Rothstein Kass 2007 - 2009
Stonefield Josephson 2006 - 2007
GMAC Mortgage Company 2005 - 2006
Fremont Investment & Loan 2003 - 2004
Pacific Life Insurance Company 2000 - 2003
RSM McGladrey / McGladrey & Pullen 1993 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, @Risk, Banking, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Financial Risk, Enterprise Risk..., Process Improvement, Risk Assessment, COSO, SOX 404, SEC filings, CPA, Financial Audits, SEC Filings
Education
Bucknell University 1989 — 1993
BSBA
Jonathan Victor's Rothstein Kass Experience 2007 - 2007
Job Attorney at Law Office of Jonathan Victor PLLC
Industry Law Practice
Experience
Law Office of Jonathan Victor LLC October 2014 - Present
Law Office of Jonathan Victor PLLC October 2012 - Present
Patricia Finn Attorney, P.C. 2008 - 2012
New York State Senate January 2008 - June 2008
Rothstein Kass 2007 - 2007
Commonwealth Financial 2007 - 2007
Elizabeth Arden 2007 - 2007
NYS Dep't of Economic Development August 2006 - November 2006
Putnam County, NY June 2006 - August 2006
Hackley School--Alumni Office June 2005 - July 2005
Skills
Courts, Trusts, Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Mediation, Research, Social Media, Appeals, Administrative Law, Civil Litigation, Trials, Family Law, Commercial Litigation, Corporate Law, Estate Planning
Education
The College of Saint Rose 2007 — 2008
MBA, Business Administration
Albany Law School of Union University 2005 — 2008
JD, Law
Muhlenberg College 2001 — 2005
BA, Business Administration
Hackley School 1997 — 2001
Law Office of Jonathan Victor LLC October 2014 - Present
Law Office of Jonathan Victor PLLC October 2012 - Present
Patricia Finn Attorney, P.C. 2008 - 2012
New York State Senate January 2008 - June 2008
Rothstein Kass 2007 - 2007
Commonwealth Financial 2007 - 2007
Elizabeth Arden 2007 - 2007
NYS Dep't of Economic Development August 2006 - November 2006
Putnam County, NY June 2006 - August 2006
Hackley School--Alumni Office June 2005 - July 2005
Skills
Courts, Trusts, Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Mediation, Research, Social Media, Appeals, Administrative Law, Civil Litigation, Trials, Family Law, Commercial Litigation, Corporate Law, Estate Planning
Education
The College of Saint Rose 2007 — 2008
MBA, Business Administration
Albany Law School of Union University 2005 — 2008
JD, Law
Muhlenberg College 2001 — 2005
BA, Business Administration
Hackley School 1997 — 2001
Kevin Hirst's Rothstein Kass Experience October 2007 - August 2008
Job Investment Manager, Operational Due Diligence, CalPERS
Industry Financial Services
Experience
CalPERS March 2014 - Present
Aksia August 2008 - February 2014
Rothstein Kass October 2007 - August 2008
Ernst & Young June 2006 - August 2006
Skills
Due Diligence, Microsoft Office, Financial Analysis, Hedge Funds, Alternative Investments
Education
Brigham Young University 2001 — 2007
BS, Accounting
CalPERS March 2014 - Present
Aksia August 2008 - February 2014
Rothstein Kass October 2007 - August 2008
Ernst & Young June 2006 - August 2006
Skills
Due Diligence, Microsoft Office, Financial Analysis, Hedge Funds, Alternative Investments
Education
Brigham Young University 2001 — 2007
BS, Accounting
Emily Shea, CPA's Rothstein Kass Experience July 2007 - August 2010
Job Controller at Willoughby Capital Holdings, LLC
Industry Accounting
Experience
Willoughby Capital Holdings, LLC August 2011 - Present
Pepsi Beverages Company September 2010 - August 2011
Rothstein Kass July 2007 - August 2010
PricewaterhouseCoopers LLP September 2005 - June 2007
Skills
GAAP, Financial Accounting, Hedge Funds, Private Equity, Audit, Financial Reporting, Accounting, Tax, Tax Preparation, Tax Accounting, Alternative Investments
Education
Binghamton University - School of Management 2001 — 2005
BS in Accounting, Minor in Economics
Willoughby Capital Holdings, LLC August 2011 - Present
Pepsi Beverages Company September 2010 - August 2011
Rothstein Kass July 2007 - August 2010
PricewaterhouseCoopers LLP September 2005 - June 2007
Skills
GAAP, Financial Accounting, Hedge Funds, Private Equity, Audit, Financial Reporting, Accounting, Tax, Tax Preparation, Tax Accounting, Alternative Investments
Education
Binghamton University - School of Management 2001 — 2005
BS in Accounting, Minor in Economics
Bryan Rowes's Rothstein Kass Experience June 2013 - March 2014
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey March 2014 - Present
Rothstein Kass June 2013 - March 2014
SMU Cox School of Business August 2012 - May 2013
Karen Dillard College Prep 2008 - 2012
Tom Barrett for Governor of Wisconsin 2009 - 2010
Hillel August 2006 - July 2008
California State University, Chico August 2006 - May 2008
California State University, Chico 2007 - 2008
Congressman Nick Lampson 2002 - 2003
Skills
Statistics, Project Management, Business Development, Strategy, Research, Policy Analysis, Grant Writing, Non-profits, Public Speaking, Grants, Fundraising, Teaching, Data Analysis, Community Outreach, Program Development, Tax Accounting, Tax Advisory, Alternative Investments, Private Equity, Hedge Funds, Hedge Accounting, Financial Accounting, Fund Accounting, Accounting, Finance, Politics
Education
Southern Methodist University - Cox School of Business 2012 — 2013
M.S. in Accounting, Taxation
California State University-Chico 2005 — 2011
MPA, Public Administration
Macalester College 1997 — 2001
BA, Religious Studies
McGladrey March 2014 - Present
Rothstein Kass June 2013 - March 2014
SMU Cox School of Business August 2012 - May 2013
Karen Dillard College Prep 2008 - 2012
Tom Barrett for Governor of Wisconsin 2009 - 2010
Hillel August 2006 - July 2008
California State University, Chico August 2006 - May 2008
California State University, Chico 2007 - 2008
Congressman Nick Lampson 2002 - 2003
Skills
Statistics, Project Management, Business Development, Strategy, Research, Policy Analysis, Grant Writing, Non-profits, Public Speaking, Grants, Fundraising, Teaching, Data Analysis, Community Outreach, Program Development, Tax Accounting, Tax Advisory, Alternative Investments, Private Equity, Hedge Funds, Hedge Accounting, Financial Accounting, Fund Accounting, Accounting, Finance, Politics
Education
Southern Methodist University - Cox School of Business 2012 — 2013
M.S. in Accounting, Taxation
California State University-Chico 2005 — 2011
MPA, Public Administration
Macalester College 1997 — 2001
BA, Religious Studies
Daniel F. Licini's Rothstein Kass Experience November 1992 - October 2003
Job CFO at Rubber Fab
Industry Accounting
Experience
Rubber Fab November 2003 - Present
Rothstein Kass November 1992 - October 2003
Skills
Accounting, Internal Controls, Corporate Tax, Financial Accounting, QuickBooks, Financial Audits, Tax, Auditing, GAAP, Partnership Taxation, Payroll, Financial Statements, Strategic Planning, US GAAP, Budgets, Private Equity, Financial Analysis, Forecasting, Financial Reporting, General Ledger, Risk Management, Sarbanes-Oxley Act, Tax Returns, Accounts Receivable, Strategic Financial..., CPA, Business Valuation, Tax Preparation, Income Tax, Cash Flow, Consolidation, SEC filings, Financial Services, Tax Research, Due Diligence, Account Reconciliation, Accounts Payable, Corporate Finance, Investments, Financial Modeling, Tax Accounting, External Audit
Education
Montclair State University 1990 — 1992
Bachelor of Science, Accounting
Bergen Community College 1987 — 1990
Bachelor of Science, Business
Rubber Fab November 2003 - Present
Rothstein Kass November 1992 - October 2003
Skills
Accounting, Internal Controls, Corporate Tax, Financial Accounting, QuickBooks, Financial Audits, Tax, Auditing, GAAP, Partnership Taxation, Payroll, Financial Statements, Strategic Planning, US GAAP, Budgets, Private Equity, Financial Analysis, Forecasting, Financial Reporting, General Ledger, Risk Management, Sarbanes-Oxley Act, Tax Returns, Accounts Receivable, Strategic Financial..., CPA, Business Valuation, Tax Preparation, Income Tax, Cash Flow, Consolidation, SEC filings, Financial Services, Tax Research, Due Diligence, Account Reconciliation, Accounts Payable, Corporate Finance, Investments, Financial Modeling, Tax Accounting, External Audit
Education
Montclair State University 1990 — 1992
Bachelor of Science, Accounting
Bergen Community College 1987 — 1990
Bachelor of Science, Business
Adeline Lim's Rothstein Kass Experience January 2007 - April 2009
Job Accountant & Stock Administrator
Industry Accounting
Experience
NextLabs, Inc. October 2009 - Present
Rothstein Kass January 2007 - April 2009
Caporicci & Larson October 2005 - December 2006
Skills
Accounting, Internal Controls, Auditing, US GAAP, Financial Audits, Account Reconciliation
Education
California State University-East Bay 2003 — 2005
Bachelor of Science, Business Administration Option in Accounting and Organizational Communication/Public Relations
Diablo Valley College 2001 — 2003
Business Accounting
NextLabs, Inc. October 2009 - Present
Rothstein Kass January 2007 - April 2009
Caporicci & Larson October 2005 - December 2006
Skills
Accounting, Internal Controls, Auditing, US GAAP, Financial Audits, Account Reconciliation
Education
California State University-East Bay 2003 — 2005
Bachelor of Science, Business Administration Option in Accounting and Organizational Communication/Public Relations
Diablo Valley College 2001 — 2003
Business Accounting
Miri Forster's Rothstein Kass Experience July 2012 - June 2014
Job Tax Principal at KPMG
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass July 2012 - June 2014
KPMG LLP, Tax Controversy Services 1998 - 2012
Ernst & Young, Financial Services Practice 1996 - 1998
United States Tax Court 1994 - 1996
Skills
Financial Reporting, Income Tax, Accounting, Sarbanes-Oxley Act, Partnership Taxation, IRS problem resolution, Tax, Corporate Tax, International Tax, Tax Research, Tax Law, Tax Advisory, Tax Returns
Education
Georgetown University Law Center 1993 — 1994
LLM, Tax
New England School of Law 1990 — 1993
J.D.
Brandeis University 1986 — 1990
B.A., Economics
KPMG US July 2014 - Present
Rothstein Kass July 2012 - June 2014
KPMG LLP, Tax Controversy Services 1998 - 2012
Ernst & Young, Financial Services Practice 1996 - 1998
United States Tax Court 1994 - 1996
Skills
Financial Reporting, Income Tax, Accounting, Sarbanes-Oxley Act, Partnership Taxation, IRS problem resolution, Tax, Corporate Tax, International Tax, Tax Research, Tax Law, Tax Advisory, Tax Returns
Education
Georgetown University Law Center 1993 — 1994
LLM, Tax
New England School of Law 1990 — 1993
J.D.
Brandeis University 1986 — 1990
B.A., Economics
Jenn Neuherz's Rothstein Kass Experience September 2004 - September 2005
Job Senior Tax Manager at Hellman & Friedman
Industry Accounting
Experience
Hellman & Friedman July 2011 - Present
Deloitte September 2006 - July 2011
Ernst & Young September 2005 - September 2006
Rothstein Kass September 2004 - September 2005
Deloitte April 2002 - September 2004
Arthur Andersen Business Consulting October 2001 - April 2002
Skills
CPA
Education
Augustana College 1996 — 2000
BA, Double Major in Accounting and Business Administration (Finance Focus)
Hellman & Friedman July 2011 - Present
Deloitte September 2006 - July 2011
Ernst & Young September 2005 - September 2006
Rothstein Kass September 2004 - September 2005
Deloitte April 2002 - September 2004
Arthur Andersen Business Consulting October 2001 - April 2002
Skills
CPA
Education
Augustana College 1996 — 2000
BA, Double Major in Accounting and Business Administration (Finance Focus)
Stacey Korman's Rothstein Kass Experience January 2006 - June 2014
Job Senior Accounting Manager at Krost, Baumgarten, Kniss & Guerrero
Industry Accounting
Experience
Krost, Baumgarten, Kniss & Guerrero September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2006 - June 2014
miller ellin 2001 - 2006
Skills
Partnership Taxation, Accounting, Tax, GAAP, Tax Research, CPA, Auditing, Corporate Tax, Income Tax, US GAAP, Financial Analysis, Internal Controls, Tax Preparation, Due Diligence, Budgets, External Audit, Financial Statements, QuickBooks, Cash Flow, Financial Reporting, Tax Returns, Financial Accounting, Private Equity
Education
Baruch College 2006 — 2009
Master's degree, Taxation
Penn State University - Main Campus 1994 — 1998
Bachelor's degree, Accounting with a minor in business law
Krost, Baumgarten, Kniss & Guerrero September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2006 - June 2014
miller ellin 2001 - 2006
Skills
Partnership Taxation, Accounting, Tax, GAAP, Tax Research, CPA, Auditing, Corporate Tax, Income Tax, US GAAP, Financial Analysis, Internal Controls, Tax Preparation, Due Diligence, Budgets, External Audit, Financial Statements, QuickBooks, Cash Flow, Financial Reporting, Tax Returns, Financial Accounting, Private Equity
Education
Baruch College 2006 — 2009
Master's degree, Taxation
Penn State University - Main Campus 1994 — 1998
Bachelor's degree, Accounting with a minor in business law
Nidhi Raman's Rothstein Kass Experience September 2011 - December 2012
Job Assistant Vice President, Shareholder Financial Reporting at Bank of the West
Industry Accounting
Experience
Bank of the West March 2014 - Present
KPMG US January 2013 - March 2014
Rothstein Kass September 2011 - December 2012
Rothstein Kass November 2009 - September 2011
Intematix Corporation September 2008 - January 2009
Guardian Computer Support Inc. February 2008 - August 2008
Equus Red Cell January 2004 - January 2006
Everest Brand Solution July 2002 - December 2002
Skills
Auditing, Research, Financial Reporting, Accounting, Tax, Investments, Financial Statements, GAAP, Financial Accounting, Internal Controls
Education
California State University-East Bay 2007 — 2009
MBA, Accounting
School of Convergence@IMI 2002 — 2004
PGDCCM, Media Management
Delhi University 1998 — 2001
Bachelor of Arts (B.A.), History
St. Paul's 1985 — 1997
High School
Bank of the West March 2014 - Present
KPMG US January 2013 - March 2014
Rothstein Kass September 2011 - December 2012
Rothstein Kass November 2009 - September 2011
Intematix Corporation September 2008 - January 2009
Guardian Computer Support Inc. February 2008 - August 2008
Equus Red Cell January 2004 - January 2006
Everest Brand Solution July 2002 - December 2002
Skills
Auditing, Research, Financial Reporting, Accounting, Tax, Investments, Financial Statements, GAAP, Financial Accounting, Internal Controls
Education
California State University-East Bay 2007 — 2009
MBA, Accounting
School of Convergence@IMI 2002 — 2004
PGDCCM, Media Management
Delhi University 1998 — 2001
Bachelor of Arts (B.A.), History
St. Paul's 1985 — 1997
High School
Todd Littler's Rothstein Kass Experience 2002 - 2005
Job Managing Member at Litlo Consulting LLC
Industry Investment Management
Experience
Socratic Fund Management LP 2005 - Present
Litlo Consulting LLC June 2006 - Present
Rothstein Kass 2002 - 2005
Skills
Hedge Funds, Private Equity, Fund Of Funds, Alternative Investments, Fund Accounting
Education
Binghamton University - School of Management
Socratic Fund Management LP 2005 - Present
Litlo Consulting LLC June 2006 - Present
Rothstein Kass 2002 - 2005
Skills
Hedge Funds, Private Equity, Fund Of Funds, Alternative Investments, Fund Accounting
Education
Binghamton University - School of Management
Shamim Hussain's Rothstein Kass Experience 2001 - 2003
Job Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte May 2013 - Present
Grant Thornton LLP September 2011 - April 2013
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing 2007 - July 2010
PFPC Inc December 2003 - June 2007
Rothstein Kass 2001 - 2003
Skills
Hedge Funds, Mutual Funds, Private Equity, Tax, Fund Administration, Financial Reporting, Accounting, SEC filings
Education
Mohanlal Sukhadia University 1993 — 1995
BS, Accounting
R.M.V. 1987 — 1991
High School, Science and Maths
Deloitte May 2013 - Present
Grant Thornton LLP September 2011 - April 2013
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing 2007 - July 2010
PFPC Inc December 2003 - June 2007
Rothstein Kass 2001 - 2003
Skills
Hedge Funds, Mutual Funds, Private Equity, Tax, Fund Administration, Financial Reporting, Accounting, SEC filings
Education
Mohanlal Sukhadia University 1993 — 1995
BS, Accounting
R.M.V. 1987 — 1991
High School, Science and Maths
Peter Kehrli's Rothstein Kass Experience October 2013 - Present
Job Partner at KPMG LLP
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2013 - Present
Rothstein Kass October 2005 - October 2013
PricewaterhouseCoopers August 2004 - November 2005
Skills
Auditing, GAAP, Tax, Financial Services, Hedge Funds, QuickBooks, Financial Reporting, Financial Statements, SEC filings, US GAAP, CPA, Internal Controls, Finance, Financial Accounting, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2012
Executive Courses, Venture Capital
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Bond University
KPMG US July 2014 - Present
Rothstein Kass October 2013 - Present
Rothstein Kass October 2005 - October 2013
PricewaterhouseCoopers August 2004 - November 2005
Skills
Auditing, GAAP, Tax, Financial Services, Hedge Funds, QuickBooks, Financial Reporting, Financial Statements, SEC filings, US GAAP, CPA, Internal Controls, Finance, Financial Accounting, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 2012 — 2012
Executive Courses, Venture Capital
University of California, Santa Barbara 2000 — 2004
BA, Business Economics & Accounting
Bond University
Shelley Cheung, CPA's Rothstein Kass Experience September 2007 - August 2008
Job Senior Accountant at Liberty Mutual Insurance
Industry Accounting
Experience
Liberty Mutual Insurance December 2013 - Present
CB Richard Ellis March 2010 - November 2013
The First Marblehead Company September 2008 - March 2010
Rothstein Kass September 2007 - August 2008
Rothstein Kass October 2006 - September 2007
EF Education First 2005 - 2006
Education
Boston University Questrom School of Business 2002 — 2006
Liberty Mutual Insurance December 2013 - Present
CB Richard Ellis March 2010 - November 2013
The First Marblehead Company September 2008 - March 2010
Rothstein Kass September 2007 - August 2008
Rothstein Kass October 2006 - September 2007
EF Education First 2005 - 2006
Education
Boston University Questrom School of Business 2002 — 2006
Robert Ferer's Rothstein Kass Experience October 2008 - October 2009
Job Senior Analyst, Investor Relations at CONSOL Energy
Industry Oil & Energy
Experience
CONSOL Energy May 2015 - Present
Warren Resources January 2014 - April 2015
KeyBanc Capital Markets July 2011 - December 2013
KeyBanc Capital Markets November 2009 - July 2011
Rothstein Kass October 2008 - October 2009
KeyBanc Capital Markets May 2007 - August 2007
Kabrik Trading June 2006 - August 2006
Best Manufacturing June 2005 - August 2005
Tanton and Company LLP February 2004 - June 2004
Skills
Equity Research, Accounting, Investments, Finance, Financial Services, Analysis, Valuation, Management, Investor Relations, Financial Analysis, Financial Modeling, REIT, Oil&Gas, Natural Gas, Oil & Gas Exploration..., Strategic Planning, Due Diligence, Bloomberg, FactSet, Di Desktop, Microsoft Office
Education
Boston University 2004 — 2008
Bachelor's, Accounting, Philosophy
CONSOL Energy May 2015 - Present
Warren Resources January 2014 - April 2015
KeyBanc Capital Markets July 2011 - December 2013
KeyBanc Capital Markets November 2009 - July 2011
Rothstein Kass October 2008 - October 2009
KeyBanc Capital Markets May 2007 - August 2007
Kabrik Trading June 2006 - August 2006
Best Manufacturing June 2005 - August 2005
Tanton and Company LLP February 2004 - June 2004
Skills
Equity Research, Accounting, Investments, Finance, Financial Services, Analysis, Valuation, Management, Investor Relations, Financial Analysis, Financial Modeling, REIT, Oil&Gas, Natural Gas, Oil & Gas Exploration..., Strategic Planning, Due Diligence, Bloomberg, FactSet, Di Desktop, Microsoft Office
Education
Boston University 2004 — 2008
Bachelor's, Accounting, Philosophy
Douglas McKay's Rothstein Kass Experience November 1996 - June 2005
Job
Industry Venture Capital & Private Equity
Experience
Rothstein Kass November 1996 - June 2005
Rothstein Kass & Co. PC 1996 - 2005
Skills
Partnership Taxation, Tax, Tax Compliance, Structuring, Due Diligence, Mergers, Private Equity, Income Tax, Hedge Funds, Real Estate Investment, Real Estate, Financial Structuring, Internal Controls, Mergers & Acquisitions, Asset Management, Investments, Valuation, Corporate Finance, Fund Of Funds, Financial Modeling, Investment Properties
Education
Pace University - Lubin School of Business 1994 — 1996
MS in Taxation, Tax
Bryant University 1990 — 1994
Rothstein Kass November 1996 - June 2005
Rothstein Kass & Co. PC 1996 - 2005
Skills
Partnership Taxation, Tax, Tax Compliance, Structuring, Due Diligence, Mergers, Private Equity, Income Tax, Hedge Funds, Real Estate Investment, Real Estate, Financial Structuring, Internal Controls, Mergers & Acquisitions, Asset Management, Investments, Valuation, Corporate Finance, Fund Of Funds, Financial Modeling, Investment Properties
Education
Pace University - Lubin School of Business 1994 — 1996
MS in Taxation, Tax
Bryant University 1990 — 1994
Edward Schulte's Rothstein Kass Experience September 2011 - June 2014
Job Tax Partner at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass September 2011 - June 2014
E & Y May 2008 - September 2011
KPMG February 2003 - April 2008
Cornell, Kahler, Kosbab & Shidell, PLLP September 2001 - February 2003
Skills
Investment partnership..., Taxation of hedge funds, Structuring of hedge..., Security analysis,..., Coding of automated..., Taxation of Fund of...
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBT, Taxation
Augsburg College 1997 — 2001
BA, Accounting and Economics
KPMG US July 2014 - Present
Rothstein Kass September 2011 - June 2014
E & Y May 2008 - September 2011
KPMG February 2003 - April 2008
Cornell, Kahler, Kosbab & Shidell, PLLP September 2001 - February 2003
Skills
Investment partnership..., Taxation of hedge funds, Structuring of hedge..., Security analysis,..., Coding of automated..., Taxation of Fund of...
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBT, Taxation
Augsburg College 1997 — 2001
BA, Accounting and Economics
Lily Kwag's Rothstein Kass Experience October 2005 - July 2010
Job Assistant Controller at Clarion Capital Partners
Industry Accounting
Experience
Clarion Capital Partners July 2010 - Present
Rothstein Kass October 2005 - July 2010
Education
Boston University Questrom School of Business 2001 — 2005
Clarion Capital Partners July 2010 - Present
Rothstein Kass October 2005 - July 2010
Education
Boston University Questrom School of Business 2001 — 2005
Jonathan Donenfeld, CPA's Rothstein Kass Experience January 2012 - May 2013
Job Tax Accountant
Industry Financial Services
Experience
FTI Consulting June 2013 - Present
JLD Tax & Accounting LLC May 2013 - Present
Rothstein Kass January 2012 - May 2013
DGI Investor Relations June 2009 - January 2012
PTG Capital March 2007 - March 2009
A.L. Sarroff, LLC September 2003 - March 2007
Skills
Tax, Accounting, Tax Accounting, CPA, Real Estate, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MS, Accounting
New York University
FTI Consulting June 2013 - Present
JLD Tax & Accounting LLC May 2013 - Present
Rothstein Kass January 2012 - May 2013
DGI Investor Relations June 2009 - January 2012
PTG Capital March 2007 - March 2009
A.L. Sarroff, LLC September 2003 - March 2007
Skills
Tax, Accounting, Tax Accounting, CPA, Real Estate, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MS, Accounting
New York University
Andrea Fantozzi's Rothstein Kass Experience October 2005 - September 2012
Job Partner at Prager Metis CPAs, LLC
Industry Accounting
Experience
Prager Metis CPAs, LLC January 2015 - Present
Prager Metis International LLC September 2012 - December 2014
Rothstein Kass October 2005 - September 2012
Funaro & Co., P.C. 2002 - 2005
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Tax, Management Consulting, US GAAP, Bookkeeping, CCH ProSystem fx, Assurance, Consolidation, GAAP, IFRS, CPA, Financial Accounting, Cash Management, Corporate Tax, Tax Returns, Financial Statements, Due Diligence, External Audit, Internal Audit, Income Tax, SEC filings, Tax Advisory, Financial Analysis, Budgets, Sarbanes-Oxley Act, Tax Research, Partnership Taxation, International Tax, Business Planning, QuickBooks, Corporate Finance, Private Equity, Tax Law, Strategic Financial..., Fund Accounting, Statutory Accounting, GoSystems, Revenue Recognition, Cash Flow, S Corporations, Tax Preparation, Partnership Tax Returns, General Ledger, Cost Accounting, Forensic Accounting, Tax Accounting, Financial Audits
Education
Graduated courses at Fordham University 2003 — 2004
Tax and accounting
Università degli Studi di Macerata 1992 — 2000
University, Business Economy
Prager Metis CPAs, LLC January 2015 - Present
Prager Metis International LLC September 2012 - December 2014
Rothstein Kass October 2005 - September 2012
Funaro & Co., P.C. 2002 - 2005
Skills
Auditing, Accounting, Internal Controls, Financial Reporting, Tax, Management Consulting, US GAAP, Bookkeeping, CCH ProSystem fx, Assurance, Consolidation, GAAP, IFRS, CPA, Financial Accounting, Cash Management, Corporate Tax, Tax Returns, Financial Statements, Due Diligence, External Audit, Internal Audit, Income Tax, SEC filings, Tax Advisory, Financial Analysis, Budgets, Sarbanes-Oxley Act, Tax Research, Partnership Taxation, International Tax, Business Planning, QuickBooks, Corporate Finance, Private Equity, Tax Law, Strategic Financial..., Fund Accounting, Statutory Accounting, GoSystems, Revenue Recognition, Cash Flow, S Corporations, Tax Preparation, Partnership Tax Returns, General Ledger, Cost Accounting, Forensic Accounting, Tax Accounting, Financial Audits
Education
Graduated courses at Fordham University 2003 — 2004
Tax and accounting
Università degli Studi di Macerata 1992 — 2000
University, Business Economy
Azeem Marediya, CPA's Rothstein Kass Experience October 2006 - Present
Job Senior Accountant
Industry Accounting
Experience
Rothstein Kass October 2006 - Present
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Accounting, Real Estate
Rothstein Kass October 2006 - Present
Education
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Accounting, Real Estate
Jason Weisholtz's Rothstein Kass Experience January 1992 - January 1998
Job President at Global Security Technologies LLC I Providing Building Entrance I Access Control I Security System I Cameras
Industry Real Estate
Experience
Global Security Technologies LLC November 2013 - Present
Access Northern Security, Inc. November 2004 - November 2013
Yohalem GIllman LLP January 1998 - September 2004
Rothstein Kass January 1992 - January 1998
Skills
Strategic Planning, Management, Budgets, Leadership, Operational Improvements, Risk Management, Security Management, New Business Development, Property Management, Sales, Contract Negotiation, Commercial Real Estate, Leases, Real Estate, Real Estate Development, Negotiation
Education
Albright College 1987 — 1991
Bachelor of Science (B.S.)
Newark Academy 1983 — 1987
High School Diploma
Global Security Technologies LLC November 2013 - Present
Access Northern Security, Inc. November 2004 - November 2013
Yohalem GIllman LLP January 1998 - September 2004
Rothstein Kass January 1992 - January 1998
Skills
Strategic Planning, Management, Budgets, Leadership, Operational Improvements, Risk Management, Security Management, New Business Development, Property Management, Sales, Contract Negotiation, Commercial Real Estate, Leases, Real Estate, Real Estate Development, Negotiation
Education
Albright College 1987 — 1991
Bachelor of Science (B.S.)
Newark Academy 1983 — 1987
High School Diploma
Sebastian Calabro's Rothstein Kass Experience 2004 - 2007
Job Chief Financial Officer
Industry Investment Management
Experience
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
New Vernon Capital 2008 - Present
Rothstein Kass 2004 - 2007
Marcum & Kliegman LLP 2004 - 2004
Rosen Seymour Shapss Martin & Company LLP 2001 - 2004
Phase2Media Inc 1999 - 2001
American Bank Note Holographics, Inc. 1998 - 1999
Goldstein Golub Kessler LLP 1994 - 1998
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Taxation
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Accountancy
Kimberly Quintano's Rothstein Kass Experience January 2003 - May 2005
Job Experienced Accounting professional with competencies in public and inhouse corporate Accounting | Photographer
Industry Accounting
Experience
Vantage Specialty Ingredients, Inc. (RemX Financial Staffing) February 2015 - Present
The Children's Place May 2005 - August 2013
Rothstein Kass January 2003 - May 2005
Medco Health Solutions June 2002 - August 2002
Skills
General Ledger, Cross-functional Team..., Forecasting, Accounting, Variance Analysis, Balance sheet..., Account Reconciliation, Analysis, Fixed Assets, Retail, Budgets, Auditing, Bank Reconciliation, GAAP, Process Improvement, Essbase, Microsoft Excel, vlookup, Pivot Tables, SAP FICO, SAP General Ledger, SAP Fixed Assets, Lawson General Ledger, Lawson Fixed Assets, P&L Analysis, Balance Sheet Review, Fixed Asset Management, Fixed Asset Depreciation, Fixed Asset Register, Oral & Written..., System Testing, Microsoft Word, Month End Close, Year end close, Month-end close, Year-end close, Journal entries, Interdepartmental..., Interdepartmental..., Technology, Canon 60D, Photography, Landscape Photography, Digital Photography, Social Media, Instagram, Facebook, Flickr, Twitter, Google+
Education
Montclair State University 2000 — 2003
Bachelor of Science (BS), Business Administration Concentration in Accounting, Graduated Cum Laude with a GPA of 3.5
Bergen Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Travel and Tourism, Graduated with a GPA of 3.96
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1998
Chemistry
Paramus Catholic High School 1993 — 1997
• Honor Roll
Vantage Specialty Ingredients, Inc. (RemX Financial Staffing) February 2015 - Present
The Children's Place May 2005 - August 2013
Rothstein Kass January 2003 - May 2005
Medco Health Solutions June 2002 - August 2002
Skills
General Ledger, Cross-functional Team..., Forecasting, Accounting, Variance Analysis, Balance sheet..., Account Reconciliation, Analysis, Fixed Assets, Retail, Budgets, Auditing, Bank Reconciliation, GAAP, Process Improvement, Essbase, Microsoft Excel, vlookup, Pivot Tables, SAP FICO, SAP General Ledger, SAP Fixed Assets, Lawson General Ledger, Lawson Fixed Assets, P&L Analysis, Balance Sheet Review, Fixed Asset Management, Fixed Asset Depreciation, Fixed Asset Register, Oral & Written..., System Testing, Microsoft Word, Month End Close, Year end close, Month-end close, Year-end close, Journal entries, Interdepartmental..., Interdepartmental..., Technology, Canon 60D, Photography, Landscape Photography, Digital Photography, Social Media, Instagram, Facebook, Flickr, Twitter, Google+
Education
Montclair State University 2000 — 2003
Bachelor of Science (BS), Business Administration Concentration in Accounting, Graduated Cum Laude with a GPA of 3.5
Bergen Community College 1998 — 2000
Associate of Arts and Sciences (AAS), Travel and Tourism, Graduated with a GPA of 3.96
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1998
Chemistry
Paramus Catholic High School 1993 — 1997
• Honor Roll
Gerry Kline's Rothstein Kass Experience July 1996 - May 1998
Job Sr. Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2010 - Present
BDO Seidman, LLP 2001 - Present
Rothstein Kass July 1996 - May 1998
Education
Fordham University School of Law 1998 — 2001
Baruch College, City University of New York (CUNY) 1993 — 1996
Bachelors, Accounting
BDO USA, LLP August 2010 - Present
BDO Seidman, LLP 2001 - Present
Rothstein Kass July 1996 - May 1998
Education
Fordham University School of Law 1998 — 2001
Baruch College, City University of New York (CUNY) 1993 — 1996
Bachelors, Accounting
Emily Manion's Rothstein Kass Experience September 2006 - June 2014
Job Senior Manager at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass September 2006 - June 2014
Skills
GAAP, Auditing, Financial Reporting, US GAAP, Accounting, Internal Controls, Tax, Financial Accounting, SEC filings, CPA, Sarbanes-Oxley Act, Financial Statements
Education
Albany Law School of Union University 1999 — 2002
J.D., Law
SUNY IT 1997 — 1999
Bachelor of Science (BS), Accounting
KPMG US July 2014 - Present
Rothstein Kass September 2006 - June 2014
Skills
GAAP, Auditing, Financial Reporting, US GAAP, Accounting, Internal Controls, Tax, Financial Accounting, SEC filings, CPA, Sarbanes-Oxley Act, Financial Statements
Education
Albany Law School of Union University 1999 — 2002
J.D., Law
SUNY IT 1997 — 1999
Bachelor of Science (BS), Accounting
Ryan Raben, CPA's Rothstein Kass Experience December 2007 - August 2014
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
Rothstein Kass December 2007 - August 2014
WithumSmith+Brown 2003 - 2007
Skills
Tax, GAAP, Auditing, CPA, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Financial Analysis, SEC filings, Partnership Taxation, Tax Accounting, Corporate Tax
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor, Accounting
EisnerAmper LLP September 2014 - Present
Rothstein Kass December 2007 - August 2014
WithumSmith+Brown 2003 - 2007
Skills
Tax, GAAP, Auditing, CPA, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Financial Analysis, SEC filings, Partnership Taxation, Tax Accounting, Corporate Tax
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor, Accounting
Alissa Zucker, CPA's Rothstein Kass Experience July 2012 - June 2014
Job Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass July 2012 - June 2014
Madden Real Estate Ventures, LLC September 2009 - July 2012
Lehman Brothers July 2006 - November 2008
UBS August 2001 - July 2006
Ernst & Young September 1999 - August 2001
Skills
Accounting, Due Diligence, Banking, Securities, Internal Audit
Education
Binghamton University 1995 — 1999
Bachelor of Science (BS), Accounting
Rothstein Kass July 2012 - June 2014
Madden Real Estate Ventures, LLC September 2009 - July 2012
Lehman Brothers July 2006 - November 2008
UBS August 2001 - July 2006
Ernst & Young September 1999 - August 2001
Skills
Accounting, Due Diligence, Banking, Securities, Internal Audit
Education
Binghamton University 1995 — 1999
Bachelor of Science (BS), Accounting
Adam Lenford, CPA's Rothstein Kass Experience September 2005 - June 2014
Job Director of Finance at Agile Hedge Solutions, LLC
Industry Financial Services
Experience
Agile Hedge Solutions, LLC December 2014 - Present
KPMG LLP July 2014 - December 2014
Rothstein Kass September 2005 - June 2014
Education
California State University-East Bay 2003 — 2005
BS, Business Administration, Accounting
Agile Hedge Solutions, LLC December 2014 - Present
KPMG LLP July 2014 - December 2014
Rothstein Kass September 2005 - June 2014
Education
California State University-East Bay 2003 — 2005
BS, Business Administration, Accounting
Junmei Lu's Rothstein Kass Experience December 2005 - April 2009
Job Associate Tax Auditor at Franchise Tax Board
Industry Financial Services
Experience
California State Franchise Tax Board June 2009 - Present
Rothstein Kass December 2005 - April 2009
Skills
Tax, Accounting, Hedge Funds, Financial Reporting, Auditing, US GAAP, QuickBooks, Tax Research
Education
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Accounting
California State University-East Bay
Master of Business Administration (MBA), Accounting
California State Franchise Tax Board June 2009 - Present
Rothstein Kass December 2005 - April 2009
Skills
Tax, Accounting, Hedge Funds, Financial Reporting, Auditing, US GAAP, QuickBooks, Tax Research
Education
California State University-Hayward - School of Business and Economics 2003 — 2005
MBA, Accounting
California State University-East Bay
Master of Business Administration (MBA), Accounting
Michael Feinstein's Rothstein Kass Experience November 2007 - August 2008
Job Partner Audit and Assurance Services at Marcum LLP.
Industry Accounting
Experience
Marcum LLP September 2008 - Present
Rothstein Kass November 2007 - August 2008
Grobstein, Horwath & Company LLP July 1990 - October 2007
Kenneth Leventhal & Company LLP 1971 - 1989
Skills
SOX consulting for..., Strategic Planning for..., Reverse Mergers, Forensic Accounting, PCAOB audits of..., Services to bankruptcy..., Cross-border M&A, Peer reviews of CPA..., PCAOB inspection of..., Certified Fraud Examiner, Certified Valuation..., Auditing, Valuation, CPA, Accounting, Tax, Start-ups, SEC filings, Mergers & Acquisitions, Assurance, Business Valuation, Sarbanes-Oxley Act, Financial Statements, SEC Filings, Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
Marcum LLP September 2008 - Present
Rothstein Kass November 2007 - August 2008
Grobstein, Horwath & Company LLP July 1990 - October 2007
Kenneth Leventhal & Company LLP 1971 - 1989
Skills
SOX consulting for..., Strategic Planning for..., Reverse Mergers, Forensic Accounting, PCAOB audits of..., Services to bankruptcy..., Cross-border M&A, Peer reviews of CPA..., PCAOB inspection of..., Certified Fraud Examiner, Certified Valuation..., Auditing, Valuation, CPA, Accounting, Tax, Start-ups, SEC filings, Mergers & Acquisitions, Assurance, Business Valuation, Sarbanes-Oxley Act, Financial Statements, SEC Filings, Finance, Due Diligence
Education
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
California State Polytechnic University-Pomona 1967 — 1971
BS, Accounting
Bonnie Bao's Rothstein Kass Experience 2005 - 2006
Job Staff Accountant at Lautze & Lautze
Industry Accounting
Experience
Lautze & Lautze July 2007 - March 2010
Cordovano & Honeck, LLP 2006 - 2007
Rothstein Kass 2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master, Accounting
Ocean University of China 1994 — 1998
B.A., English
Lautze & Lautze July 2007 - March 2010
Cordovano & Honeck, LLP 2006 - 2007
Rothstein Kass 2005 - 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master, Accounting
Ocean University of China 1994 — 1998
B.A., English
Denise Castillo-Eusebio, CAP's Rothstein Kass Experience October 2010 - June 2014
Job Certified Administrative Professional
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2010 - June 2014
The Vitamin Shoppe Industries May 2009 - October 2010
Merrill Lynch & Co., Inc April 2006 - March 2009
Deloitte October 2002 - April 2006
Deloitte & Touche April 2001 - October 2002
Tech-Engine, Inc. August 1999 - February 2001
Skills
Access, SharePoint, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Outlook, Due Diligence, Onboarding, Account Reconciliation, Adobe Acrobat, Elite, Visio, Merging, Notary Public, Bilingual, Coordination, Microsoft CRM, Business Continuity..., Website Development, Certified..., Time Management, Accounting, Auditing, Recruiting, Financial Reporting, Leadership, Management, Microsoft Office
Education
Berkeley College 1997 — 1999
AAS, Business Administration, 3.5
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2010 - June 2014
The Vitamin Shoppe Industries May 2009 - October 2010
Merrill Lynch & Co., Inc April 2006 - March 2009
Deloitte October 2002 - April 2006
Deloitte & Touche April 2001 - October 2002
Tech-Engine, Inc. August 1999 - February 2001
Skills
Access, SharePoint, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Outlook, Due Diligence, Onboarding, Account Reconciliation, Adobe Acrobat, Elite, Visio, Merging, Notary Public, Bilingual, Coordination, Microsoft CRM, Business Continuity..., Website Development, Certified..., Time Management, Accounting, Auditing, Recruiting, Financial Reporting, Leadership, Management, Microsoft Office
Education
Berkeley College 1997 — 1999
AAS, Business Administration, 3.5
Cindy Li, CPA's Rothstein Kass Experience October 2005 - November 2010
Job Hedge Fund Accountant
Industry Accounting
Experience
Och-Ziff Capital Management September 2013 - Present
PSAM November 2010 - September 2013
Rothstein Kass October 2005 - November 2010
Skills
Fund Of Funds, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Och-Ziff Capital Management September 2013 - Present
PSAM November 2010 - September 2013
Rothstein Kass October 2005 - November 2010
Skills
Fund Of Funds, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Nicole Lobascio, CPA, Esq.'s Rothstein Kass Experience September 2004 - August 2007
Job Associate at D'Agostino, Levine, Landesman & Lederman, LLP
Industry Law Practice
Experience
D'Agostino, Levine, Landesman & Lederman, LLP June 2012 - Present
Friedman LLP September 2010 - May 2012
Compliance Science February 2009 - August 2010
Cardozo Tax Clinic September 2009 - December 2009
Hon. Laura Visitación-Lewis, New York State Supreme Court May 2008 - August 2008
Rothstein Kass September 2004 - August 2007
InterDigital Communications June 2003 - August 2004
Ernst & Young January 2003 - February 2003
Skills
Financial Reporting, Tax, Accounting, QuickBooks, Auditing, Income Tax, Financial Accounting, Due Diligence, Microsoft Excel, Account Reconciliation, Fixed Assets, Bookkeeping, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Doctor of Law (JD), Concentration in Tax
University of Delaware 1999 — 2004
Bachelor of Science (B.S.), Accounting
D'Agostino, Levine, Landesman & Lederman, LLP June 2012 - Present
Friedman LLP September 2010 - May 2012
Compliance Science February 2009 - August 2010
Cardozo Tax Clinic September 2009 - December 2009
Hon. Laura Visitación-Lewis, New York State Supreme Court May 2008 - August 2008
Rothstein Kass September 2004 - August 2007
InterDigital Communications June 2003 - August 2004
Ernst & Young January 2003 - February 2003
Skills
Financial Reporting, Tax, Accounting, QuickBooks, Auditing, Income Tax, Financial Accounting, Due Diligence, Microsoft Excel, Account Reconciliation, Fixed Assets, Bookkeeping, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Doctor of Law (JD), Concentration in Tax
University of Delaware 1999 — 2004
Bachelor of Science (B.S.), Accounting
Minnie Green, CPA's Rothstein Kass Experience November 2008 - September 2013
Job Audit Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass November 2008 - September 2013
Ernst & Young September 2006 - October 2008
Skills
GAAP, CPA, US GAAP, SEC filings, Auditing, Internal Controls
Education
Abilene Christian University 2001 — 2006
Master of Accountancy, Accounting
Rothstein Kass November 2008 - September 2013
Ernst & Young September 2006 - October 2008
Skills
GAAP, CPA, US GAAP, SEC filings, Auditing, Internal Controls
Education
Abilene Christian University 2001 — 2006
Master of Accountancy, Accounting
James Zielbauer, CPA's Rothstein Kass Experience August 2005 - April 2009
Job Audit Manager at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP January 2010 - July 2014
Rothstein Kass August 2005 - April 2009
Janover, LLC September 2003 - July 2005
Skills
Hedge Funds, Financial Reporting, Investments, Fund Of Funds, Alternative Investments, Asset Management, FASB, GAAP, Microsoft Office, Auditing, Financial Services, CPA, Accounting, US GAAP, Financial Statements, Internal Controls, Securities, Equities, Financial Risk
Education
Binghamton University - School of Management 1999 — 2003
Bachelor’s Degree, Accounting
State University of New York at Binghamton 1999 — 2003
Bachelor’s Degree, Accounting
East Islip High School 1996 — 1999
High School
BDO USA, LLP August 2014 - Present
BDO USA, LLP January 2010 - July 2014
Rothstein Kass August 2005 - April 2009
Janover, LLC September 2003 - July 2005
Skills
Hedge Funds, Financial Reporting, Investments, Fund Of Funds, Alternative Investments, Asset Management, FASB, GAAP, Microsoft Office, Auditing, Financial Services, CPA, Accounting, US GAAP, Financial Statements, Internal Controls, Securities, Equities, Financial Risk
Education
Binghamton University - School of Management 1999 — 2003
Bachelor’s Degree, Accounting
State University of New York at Binghamton 1999 — 2003
Bachelor’s Degree, Accounting
East Islip High School 1996 — 1999
High School
Lior Kotik's Rothstein Kass Experience 2006 - 2009
Job Senior Fund Accountant at Fortress Investment Group
Industry Accounting
Experience
Fortress Investment Group September 2009 - February 2015
Rothstein Kass 2006 - 2009
Skills
Fund Accounting, Hedge Funds, Financial Reporting, Accounting, Fund Of Funds, US GAAP, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accounting
Fortress Investment Group September 2009 - February 2015
Rothstein Kass 2006 - 2009
Skills
Fund Accounting, Hedge Funds, Financial Reporting, Accounting, Fund Of Funds, US GAAP, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accounting
Mika Sakaguchi's Rothstein Kass Experience January 2008 - August 2010
Job Senior Audit Associate at TravisWolff
Industry Accounting
Experience
TravisWolff November 2010 - Present
Rothstein Kass January 2008 - August 2010
Skills
Intermediate Japanese, Auditing, Accounting, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, CPA, General Ledger
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Accounting
TravisWolff November 2010 - Present
Rothstein Kass January 2008 - August 2010
Skills
Intermediate Japanese, Auditing, Accounting, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, CPA, General Ledger
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Accounting
Michael Nymeyer, CPA's Rothstein Kass Experience February 2011 - June 2014
Job Audit Senior Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass February 2011 - June 2014
Denbury Resources September 2010 - February 2011
Rothstein Kass January 2008 - September 2010
Skills
Auditing, SAP, US GAAP, IFRS, Oil & Gas Industry, Private Equity, Microsoft Office, Finance, Hedge Funds, Financial Accounting
Education
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Accounting
KPMG US July 2014 - Present
Rothstein Kass February 2011 - June 2014
Denbury Resources September 2010 - February 2011
Rothstein Kass January 2008 - September 2010
Skills
Auditing, SAP, US GAAP, IFRS, Oil & Gas Industry, Private Equity, Microsoft Office, Finance, Hedge Funds, Financial Accounting
Education
Baylor University - Hankamer School of Business 2004 — 2007
BBA, Accounting
Alan Speer's Rothstein Kass Experience December 2013 - June 2014
Job Managing Director, Tax at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass December 2013 - June 2014
Lampe, Conway & Co. LLC September 2006 - December 2013
BISYS-RK Alternative Services, Inc. August 2005 - September 2006
Fulvio & Associates, LLP CPAs December 2002 - August 2005
Rothstein, Kass & Company, PC CPAs December 2000 - November 2002
Speer & Fulvio, LLP, CPAs January 1991 - November 2000
Skills
Private Equity, Tax, CPA, Hedge Funds, Partnership Taxation, Financial Services, Alternative Investments, Tax Accounting, GAAP, Finance, Fund Accounting, High Net Worth..., US GAAP, SEC filings, Business Valuation, SEC Filings
Education
Fairleigh Dickinson University-Florham Campus 2001 — 2006
Master of Science, Taxation
Baruch College, City University of New York (CUNY) 1992 — 1997
MBA, Accounting
University at Albany, SUNY 1985 — 1990
Bachelor of Arts, Music, English
KPMG US July 2014 - Present
Rothstein Kass December 2013 - June 2014
Lampe, Conway & Co. LLC September 2006 - December 2013
BISYS-RK Alternative Services, Inc. August 2005 - September 2006
Fulvio & Associates, LLP CPAs December 2002 - August 2005
Rothstein, Kass & Company, PC CPAs December 2000 - November 2002
Speer & Fulvio, LLP, CPAs January 1991 - November 2000
Skills
Private Equity, Tax, CPA, Hedge Funds, Partnership Taxation, Financial Services, Alternative Investments, Tax Accounting, GAAP, Finance, Fund Accounting, High Net Worth..., US GAAP, SEC filings, Business Valuation, SEC Filings
Education
Fairleigh Dickinson University-Florham Campus 2001 — 2006
Master of Science, Taxation
Baruch College, City University of New York (CUNY) 1992 — 1997
MBA, Accounting
University at Albany, SUNY 1985 — 1990
Bachelor of Arts, Music, English
Courtney Delaney's Rothstein Kass Experience November 2010 - May 2013
Job Office Manager/Accounting
Industry Construction
Experience
Rothstein Kass November 2010 - May 2013
Rothstein Kass October 2006 - October 2010
Wells Fargo Insurance Services April 2002 - October 2006
Skills
Operations Management, Project Management, Change Management, Process Improvement, Procedures Documentation, Onboarding, Employee Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM, SharePoint, Elite, Tax, Tax Returns, Tax Preparation, Tax Accounting, Income Tax, Accounting, QuickBooks, General Ledger, Bookkeeping, GoSystems, Accounts Receivable, Cash Flow, Hedge Funds, Outlook, Fund Of Funds, PowerPoint, Small Business, Financial Services, Hedge Accounting, Journal Entries
Education
California State University-Dominguez Hills 2005 — 2006
MS in Management, Management, Finance
Montclair State University 2002 — 2005
Business Administration: Accounting, Law, & Taxation, Accounting
County College of Morris 2000 — 2002
Associate of Science (A.S.), Business Administration, Management and Operations
Rothstein Kass November 2010 - May 2013
Rothstein Kass October 2006 - October 2010
Wells Fargo Insurance Services April 2002 - October 2006
Skills
Operations Management, Project Management, Change Management, Process Improvement, Procedures Documentation, Onboarding, Employee Relations, Team Building, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft CRM, SharePoint, Elite, Tax, Tax Returns, Tax Preparation, Tax Accounting, Income Tax, Accounting, QuickBooks, General Ledger, Bookkeeping, GoSystems, Accounts Receivable, Cash Flow, Hedge Funds, Outlook, Fund Of Funds, PowerPoint, Small Business, Financial Services, Hedge Accounting, Journal Entries
Education
California State University-Dominguez Hills 2005 — 2006
MS in Management, Management, Finance
Montclair State University 2002 — 2005
Business Administration: Accounting, Law, & Taxation, Accounting
County College of Morris 2000 — 2002
Associate of Science (A.S.), Business Administration, Management and Operations
Jeanne-Marie Waldman's Rothstein Kass Experience November 2005 - September 2014
Job Senior Tax Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
Rothstein Kass November 2005 - September 2014
Frankel & Topche 2001 - 2005
Skills
Tax Accounting, Tax, Income Tax, High Net Worth...
Education
Rutgers, The State University of New Jersey-Newark
M'Accy, Taxation
SUNY Buffalo Law School
J.D., Law
State University of New York at Binghamton
B.A., French (concentration in German)
EisnerAmper LLP September 2014 - Present
Rothstein Kass November 2005 - September 2014
Frankel & Topche 2001 - 2005
Skills
Tax Accounting, Tax, Income Tax, High Net Worth...
Education
Rutgers, The State University of New Jersey-Newark
M'Accy, Taxation
SUNY Buffalo Law School
J.D., Law
State University of New York at Binghamton
B.A., French (concentration in German)
Lisa Tscheschke's Rothstein Kass Experience October 2007 - October 2012
Job Senior Accountant at MediaNews Group
Industry Accounting
Experience
MediaNews Group December 2013 - August 2014
Burdick & Associates, P.C. November 2012 - November 2013
Rothstein Kass October 2007 - October 2012
Skills
US GAAP, Auditing, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Accounting, Income Tax, SEC filings, Partnership Taxation, Financial Statements
Education
Regis University
Bachelors of Science, Accounting, GPA 4.0
Arapahoe Community College 2002 — 2006
GPA 3.9
MediaNews Group December 2013 - August 2014
Burdick & Associates, P.C. November 2012 - November 2013
Rothstein Kass October 2007 - October 2012
Skills
US GAAP, Auditing, Tax, Corporate Tax, Tax Preparation, Tax Accounting, Accounting, Income Tax, SEC filings, Partnership Taxation, Financial Statements
Education
Regis University
Bachelors of Science, Accounting, GPA 4.0
Arapahoe Community College 2002 — 2006
GPA 3.9
Peter Z. Shi, CPA's Rothstein Kass Experience November 2006 - September 2009
Job Tax Director at ADP
Industry Accounting
Experience
ADP April 2013 - Present
ADP August 2011 - April 2013
kpmg January 2011 - June 2011
Ricoh Americas Corporation December 2009 - January 2011
Rothstein Kass November 2006 - September 2009
Friedman LLP December 2004 - November 2006
Skills
Tax Accounting, Corporate Tax, General Ledger, Tax, Income Tax, Accounting, Auditing, Tax Preparation, Tax Research, Internal Audit, Internal Controls, CPA
Education
Fairleigh Dickinson University 2009 — 2014
Master's degree, Taxation
Caldwell University 2003 — 2005
MBA, Accounting
Rutgers University-New Brunswick 2001 — 2003
BA, Economic
ADP April 2013 - Present
ADP August 2011 - April 2013
kpmg January 2011 - June 2011
Ricoh Americas Corporation December 2009 - January 2011
Rothstein Kass November 2006 - September 2009
Friedman LLP December 2004 - November 2006
Skills
Tax Accounting, Corporate Tax, General Ledger, Tax, Income Tax, Accounting, Auditing, Tax Preparation, Tax Research, Internal Audit, Internal Controls, CPA
Education
Fairleigh Dickinson University 2009 — 2014
Master's degree, Taxation
Caldwell University 2003 — 2005
MBA, Accounting
Rutgers University-New Brunswick 2001 — 2003
BA, Economic
Evan Schacter, CPA's Rothstein Kass Experience November 2009 - June 2014
Job Summer Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Accounting
Experience
KPMG US July 2014 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2015 - July 2015
Rothstein Kass November 2009 - June 2014
Graham Capital Management June 2007 - August 2007
Oppenheimer & Co. June 2006 - August 2006
Skills
Fund Of Funds, Tax, Tax Accounting, GAAP, Accounting, Tax Research, Partnership Taxation, Financial Reporting, Auditing, GoSystems, Hedge Funds, Fund Accounting, Financial Accounting, ProSystem fx Tax
Education
Fordham Law School 2013 — 2016
Doctor of Law (J.D.)
Brooklyn Law School 2012 — 2013
Doctor of Law (J.D.)
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science in Accounting, Accounting, Management Information Systems
KPMG US July 2014 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2015 - July 2015
Rothstein Kass November 2009 - June 2014
Graham Capital Management June 2007 - August 2007
Oppenheimer & Co. June 2006 - August 2006
Skills
Fund Of Funds, Tax, Tax Accounting, GAAP, Accounting, Tax Research, Partnership Taxation, Financial Reporting, Auditing, GoSystems, Hedge Funds, Fund Accounting, Financial Accounting, ProSystem fx Tax
Education
Fordham Law School 2013 — 2016
Doctor of Law (J.D.)
Brooklyn Law School 2012 — 2013
Doctor of Law (J.D.)
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science in Accounting, Accounting, Management Information Systems
Claire Thomas-Crouse, CPA's Rothstein Kass Experience November 2011 - January 2013
Job Consultant, Real Estate Accounting & Finance
Industry Accounting
Experience
TysellCrouse Inc. June 2013 - Present
Rothstein Kass November 2011 - January 2013
Spiegel Accountancy Corp June 2010 - May 2011
Armanino McKenna LLP February 2008 - June 2010
arcadia homes 2006 - 2008
Signature Properties 2004 - 2006
Lennar 2002 - 2004
Catellus Development Corporation 2001 - 2002
Brookfield Homes 2000 - 2001
Braddock and Logan Services,Inc 1998 - 2000
Skills
Accounting, Auditing, Financial Reporting, Project Management, Team Building, Real Estate, Financial Analysis, Real Estate Development, Tax, Finance, Forecasting, Due Diligence, GAAP, Financial Modeling, Budgets, Leadership, CPA, Internal Controls, Financial Statements, Sarbanes-Oxley Act, SEC filings, US GAAP
Education
California State University-East Bay 1982 — 1987
BS, Accounting, Marketing
TysellCrouse Inc. June 2013 - Present
Rothstein Kass November 2011 - January 2013
Spiegel Accountancy Corp June 2010 - May 2011
Armanino McKenna LLP February 2008 - June 2010
arcadia homes 2006 - 2008
Signature Properties 2004 - 2006
Lennar 2002 - 2004
Catellus Development Corporation 2001 - 2002
Brookfield Homes 2000 - 2001
Braddock and Logan Services,Inc 1998 - 2000
Skills
Accounting, Auditing, Financial Reporting, Project Management, Team Building, Real Estate, Financial Analysis, Real Estate Development, Tax, Finance, Forecasting, Due Diligence, GAAP, Financial Modeling, Budgets, Leadership, CPA, Internal Controls, Financial Statements, Sarbanes-Oxley Act, SEC filings, US GAAP
Education
California State University-East Bay 1982 — 1987
BS, Accounting, Marketing
King Lee's Rothstein Kass Experience August 2008 - June 2011
Job Internal Audit at AIG Enterprise Risk Management & Investments
Industry Accounting
Experience
AIG September 2014 - Present
Deloitte September 2012 - September 2014
Deloitte June 2011 - August 2012
Rothstein Kass August 2008 - June 2011
WithumSmith+Brown 2003 - 2008
Capco 2000 - 2002
Skills
US GAAP, Partnership Taxation, Auditing, Accounting, Tax, Tax Accounting, SEC filings, Tax Preparation, Financial Reporting, GAAP, Tax Returns, Corporate Tax, IFRS, Financial Statements, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Accountancy
AIG September 2014 - Present
Deloitte September 2012 - September 2014
Deloitte June 2011 - August 2012
Rothstein Kass August 2008 - June 2011
WithumSmith+Brown 2003 - 2008
Capco 2000 - 2002
Skills
US GAAP, Partnership Taxation, Auditing, Accounting, Tax, Tax Accounting, SEC filings, Tax Preparation, Financial Reporting, GAAP, Tax Returns, Corporate Tax, IFRS, Financial Statements, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BBA, Accountancy
Dyanne Diego's Rothstein Kass Experience 2006 - 2007
Job Accounting Manager at SnF Management Company
Industry Accounting
Experience
SnF Management Company August 2010 - Present
St. Cabrini Healthcare Services June 2009 - July 2010
BDO Seidman, LLP 2007 - 2009
Rothstein Kass 2006 - 2007
Rothstein Kass 2004 - 2006
Education
Mariano Marcos State University 1996 — 2000
BS, Accountancy
SnF Management Company August 2010 - Present
St. Cabrini Healthcare Services June 2009 - July 2010
BDO Seidman, LLP 2007 - 2009
Rothstein Kass 2006 - 2007
Rothstein Kass 2004 - 2006
Education
Mariano Marcos State University 1996 — 2000
BS, Accountancy
Franklin Duran's Rothstein Kass Experience October 2012 - June 2013
Job Experienced Audit Staff at Ernst & Young
Industry Accounting
Experience
Ernst & Young August 2013 - Present
Rothstein Kass October 2012 - June 2013
DIRECTV May 2011 - October 2012
DBBMcKennon January 2011 - May 2011
Skills
Auditing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, US GAAP, Financial Modeling, Microsoft Excel, Corporate Finance, Due Diligence, SEC filings
Education
California State University-Fullerton - College of Business and Economics 2006 — 2011
Bachelor's of Arts, Accounting, Finance
Ernst & Young August 2013 - Present
Rothstein Kass October 2012 - June 2013
DIRECTV May 2011 - October 2012
DBBMcKennon January 2011 - May 2011
Skills
Auditing, Finance, Financial Reporting, Financial Analysis, Financial Accounting, US GAAP, Financial Modeling, Microsoft Excel, Corporate Finance, Due Diligence, SEC filings
Education
California State University-Fullerton - College of Business and Economics 2006 — 2011
Bachelor's of Arts, Accounting, Finance
Kareem Hout's Rothstein Kass Experience January 2014 - July 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Santa Barbara Superior Courthouse June 2012 - September 2012
MassMutual Financial Group February 2011 - May 2011
Circa Next May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (BA), Economics and Accounting
California State University-Fullerton 2009 — 2011
KPMG US July 2014 - Present
Rothstein Kass January 2014 - July 2014
Santa Barbara Superior Courthouse June 2012 - September 2012
MassMutual Financial Group February 2011 - May 2011
Circa Next May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork
Education
University of California, Santa Barbara 2011 — 2013
Bachelor of Arts (BA), Economics and Accounting
California State University-Fullerton 2009 — 2011
Elena Lowenthal's Rothstein Kass Experience September 2013 - May 2014
Job Accountant at Gelfand, Rennert & Feldman, LLP
Industry Accounting
Experience
Gelfand, Rennert & Feldman, LLP May 2014 - Present
Rothstein Kass September 2013 - May 2014
Hascoe Associates, Inc. January 2002 - February 2013
Commerce One Global Services 1999 - 2001
Deloitte & Touche LLP 1996 - 1999
Skills
Tax, Tax Returns, Accounting, Tax Research, Account Reconciliation, Income Tax, Corporate Tax, Tax Preparation, Sales Tax, Tax Accounting, General Ledger, Financial Statements, Financial Reporting, Auditing, Journal Entries, Payroll, Cash Flow Forecasting, Analysis, Financial Accounting, Preparation, QuickBooks, ProSystem fx Tax, Fast Tax, MS Excel Pivot Tables, Partnership Taxation
Education
Brooklyn Law School 1994 — 1996
Doctor of Law (J.D.), Law, 3.4
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, 3.78
Gelfand, Rennert & Feldman, LLP May 2014 - Present
Rothstein Kass September 2013 - May 2014
Hascoe Associates, Inc. January 2002 - February 2013
Commerce One Global Services 1999 - 2001
Deloitte & Touche LLP 1996 - 1999
Skills
Tax, Tax Returns, Accounting, Tax Research, Account Reconciliation, Income Tax, Corporate Tax, Tax Preparation, Sales Tax, Tax Accounting, General Ledger, Financial Statements, Financial Reporting, Auditing, Journal Entries, Payroll, Cash Flow Forecasting, Analysis, Financial Accounting, Preparation, QuickBooks, ProSystem fx Tax, Fast Tax, MS Excel Pivot Tables, Partnership Taxation
Education
Brooklyn Law School 1994 — 1996
Doctor of Law (J.D.), Law, 3.4
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting, 3.78
Martin Goldman's Rothstein Kass Experience November 2008 - July 2014
Job Manager, Risk Advisory Services at KPMG LLP
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2008 - July 2014
Mahoney Cohen March 2006 - November 2008
Skills
Business Development, US GAAP, Sarbanes-Oxley Act, Valuation, Financial Analysis, Tax Preparation
Education
Baruch College 1987 — 1989
MBA, Accounting, Marketing
KPMG US July 2014 - Present
Rothstein Kass November 2008 - July 2014
Mahoney Cohen March 2006 - November 2008
Skills
Business Development, US GAAP, Sarbanes-Oxley Act, Valuation, Financial Analysis, Tax Preparation
Education
Baruch College 1987 — 1989
MBA, Accounting, Marketing
Joy Hsu, CPA's Rothstein Kass Experience 2006 - August 2007
Job Director at The Hackett Group
Industry Information Technology and Services
Experience
The Hackett Group June 2015 - Present
ADI Strategies July 2014 - April 2015
ADI Strategies September 2012 - June 2014
Perficient August 2011 - September 2012
ECOM Trading August 2007 - August 2011
Rothstein Kass 2006 - August 2007
Grant Thornton LLP October 2005 - October 2006
Ted Y. Hong, CPA, P.C February 2003 - September 2005
Carrefour January 1999 - January 2000
Skills
Financial Reporting, FDQM, Business Intelligence, Consolidation, Business Transformation, Sarbanes-Oxley Act, Hyperion Enterprise, Business Analysis, Financial Analysis, Business Process, Auditing, IFRS, Microsoft SQL Server, Forecasting, Internal Controls, Cognos, TM1, Cognos ReportNet, Microsoft Office, Cost Analysis, Microsoft Dynamics, US GAAP, ADP Payroll, Healthcare, SOX 404, Hedge Funds, Fund Accounting, Financial Close Process, Payroll, Treasury Management, Cost Benefit, Essbase, OBIEE, Integration, Dashboard, Shared Services, Strategic Financial..., Controller, Cognos FSR, Audit, Corporate Treasury, Payroll Processing, SQL Server, Hyperion HFM, Financial Accounting, CPA, Account Reconciliation, Hyperion EPM
Education
The University of Texas at Dallas 2000 — 2001
Master
Da-Yeh University 1997 — 1999
BS
Tamsui Oxford College 1991 — 1996
Associate of Science (AS)
The Hackett Group June 2015 - Present
ADI Strategies July 2014 - April 2015
ADI Strategies September 2012 - June 2014
Perficient August 2011 - September 2012
ECOM Trading August 2007 - August 2011
Rothstein Kass 2006 - August 2007
Grant Thornton LLP October 2005 - October 2006
Ted Y. Hong, CPA, P.C February 2003 - September 2005
Carrefour January 1999 - January 2000
Skills
Financial Reporting, FDQM, Business Intelligence, Consolidation, Business Transformation, Sarbanes-Oxley Act, Hyperion Enterprise, Business Analysis, Financial Analysis, Business Process, Auditing, IFRS, Microsoft SQL Server, Forecasting, Internal Controls, Cognos, TM1, Cognos ReportNet, Microsoft Office, Cost Analysis, Microsoft Dynamics, US GAAP, ADP Payroll, Healthcare, SOX 404, Hedge Funds, Fund Accounting, Financial Close Process, Payroll, Treasury Management, Cost Benefit, Essbase, OBIEE, Integration, Dashboard, Shared Services, Strategic Financial..., Controller, Cognos FSR, Audit, Corporate Treasury, Payroll Processing, SQL Server, Hyperion HFM, Financial Accounting, CPA, Account Reconciliation, Hyperion EPM
Education
The University of Texas at Dallas 2000 — 2001
Master
Da-Yeh University 1997 — 1999
BS
Tamsui Oxford College 1991 — 1996
Associate of Science (AS)
Anthony Cilibrasi's Rothstein Kass Experience November 2010 - October 2013
Job Tax Manager at Citrin Cooperman | CPA | MST
Industry Accounting
Experience
Citrin Cooperman November 2013 - Present
Rothstein Kass November 2010 - October 2013
Friedman LLP August 2008 - November 2010
BDO USA, LLP January 2005 - January 2008
Skills
Corporate Tax, Income Tax, Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, GAAP, Tax Research, International Tax, Tax Returns, Accounting, US GAAP, QuickBooks, Tax Advisory, Financial Accounting, Private Equity, ProSystem fx Tax, Microsoft Excel, Real Estate, GoSystems, State Tax, US Tax
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Taxation
City University of New York-Brooklyn College 1999 — 2003
Undergraduate, Accounting - CPA certified
Citrin Cooperman November 2013 - Present
Rothstein Kass November 2010 - October 2013
Friedman LLP August 2008 - November 2010
BDO USA, LLP January 2005 - January 2008
Skills
Corporate Tax, Income Tax, Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, GAAP, Tax Research, International Tax, Tax Returns, Accounting, US GAAP, QuickBooks, Tax Advisory, Financial Accounting, Private Equity, ProSystem fx Tax, Microsoft Excel, Real Estate, GoSystems, State Tax, US Tax
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Masters, Taxation
City University of New York-Brooklyn College 1999 — 2003
Undergraduate, Accounting - CPA certified
Colleen Fay, CPA's Rothstein Kass Experience August 2006 - July 2014
Job at
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass August 2006 - July 2014
Protiviti October 2004 - August 2006
Meisel, Tuteur & Lewis P.C. September 2003 - August 2004
Skills
Tax Accounting, Microsoft Excel, Tax Research, Tax, Partnership Taxation, Income Tax, International Tax, Tax Returns, Fund Of Funds
Education
Fairleigh Dickinson University 2007 — 2010
Masters, Taxation
California State University-Dominguez Hills 2005 — 2006
MBA, International Business
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelors, Accounting
KPMG US July 2014 - Present
Rothstein Kass August 2006 - July 2014
Protiviti October 2004 - August 2006
Meisel, Tuteur & Lewis P.C. September 2003 - August 2004
Skills
Tax Accounting, Microsoft Excel, Tax Research, Tax, Partnership Taxation, Income Tax, International Tax, Tax Returns, Fund Of Funds
Education
Fairleigh Dickinson University 2007 — 2010
Masters, Taxation
California State University-Dominguez Hills 2005 — 2006
MBA, International Business
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelors, Accounting
Wayne Espiritu's Rothstein Kass Experience June 2004 - June 2005
Job Vice President at Citi Private Equity Services, Inc.
Industry Financial Services
Experience
Citi Private Equity Services, Inc. AVPCiti Hedge Fund Services, NAJune 2005 - December 2008
Rothstein Kass June 2004 - June 2005
Apax Partners March 2002 - May 2004
The Blackstone Group March 1999 - March 2002
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accountancy
Citi Private Equity Services, Inc. AVPCiti Hedge Fund Services, NAJune 2005 - December 2008
Rothstein Kass June 2004 - June 2005
Apax Partners March 2002 - May 2004
The Blackstone Group March 1999 - March 2002
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accountancy
Joann Barsky, CPA's Rothstein Kass Experience October 2007 - October 2008
Job Private Equity Controller at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. January 2015 - Present
Deloitte September 2010 - December 2014
IPM Group of Companies November 2008 - July 2009
Rothstein Kass October 2007 - October 2008
Skills
Auditing, Financial Reporting, Internal Controls
Education
Boston University 2004 — 2007
Bachelor's Degree, Accounting and Finance
University of Virginia 2003 — 2004
Coursework towards Bachelor of Science in Economics
Baruch College, City University of New York (CUNY) 2009 — 2010
Master's Degree, Accounting
Angelo, Gordon & Co. January 2015 - Present
Deloitte September 2010 - December 2014
IPM Group of Companies November 2008 - July 2009
Rothstein Kass October 2007 - October 2008
Skills
Auditing, Financial Reporting, Internal Controls
Education
Boston University 2004 — 2007
Bachelor's Degree, Accounting and Finance
University of Virginia 2003 — 2004
Coursework towards Bachelor of Science in Economics
Baruch College, City University of New York (CUNY) 2009 — 2010
Master's Degree, Accounting
Irina Weintraub's Rothstein Kass Experience January 2008 - May 2009
Job Certified Public Accountant
Industry Financial Services
Experience
Opus Capital January 2013 - Present
Vega Capital Group December 2009 - January 2013
Rothstein Kass January 2008 - May 2009
Skills
Accounting, Financial Statements, Auditing, Internal Controls, GAAP, US GAAP, Financial Reporting, Tax, Hedge Funds
Education
California State University-East Bay 2005 — 2007
MBA, Accounting, Finance
Ecole Supérieure de Commerce de Chambéry 2006 — 2006
MBA, Summer' 2006 program focused on International Business/EU Economy studies
Ulyanovsk State University, Russia 1995 — 2000
BS, Mathematics
Opus Capital January 2013 - Present
Vega Capital Group December 2009 - January 2013
Rothstein Kass January 2008 - May 2009
Skills
Accounting, Financial Statements, Auditing, Internal Controls, GAAP, US GAAP, Financial Reporting, Tax, Hedge Funds
Education
California State University-East Bay 2005 — 2007
MBA, Accounting, Finance
Ecole Supérieure de Commerce de Chambéry 2006 — 2006
MBA, Summer' 2006 program focused on International Business/EU Economy studies
Ulyanovsk State University, Russia 1995 — 2000
BS, Mathematics
Justin Jamero's Rothstein Kass Experience November 2011 - Present
Job Staff Accountant at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass November 2011 - Present
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
MACC, Accountancy
University of Notre Dame - Mendoza College of Business 2006 — 2010
Rothstein Kass November 2011 - Present
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
MACC, Accountancy
University of Notre Dame - Mendoza College of Business 2006 — 2010
Matt McKamy's Rothstein Kass Experience December 2005 - August 2007
Job CFO at Brenham Capital
Industry Investment Management
Experience
Brenham Capital November 2013 - Present
Maverick Capital December 2012 - November 2013
Maverick Capital January 2011 - December 2012
Maverick Capital September 2007 - December 2010
Rothstein Kass December 2005 - August 2007
KPMG Audit January 2005 - March 2005
ConocoPhillips May 2004 - August 2004
Education
Baylor University 2001 — 2005
BBA, MAcc (Master of Accountancy), Accounting
Brenham Capital November 2013 - Present
Maverick Capital December 2012 - November 2013
Maverick Capital January 2011 - December 2012
Maverick Capital September 2007 - December 2010
Rothstein Kass December 2005 - August 2007
KPMG Audit January 2005 - March 2005
ConocoPhillips May 2004 - August 2004
Education
Baylor University 2001 — 2005
BBA, MAcc (Master of Accountancy), Accounting
Kangping Yu's Rothstein Kass Experience 2010 - 2010
Job Assurance Staff at EY
Industry Higher Education
Experience
EY September 2013 - Present
Invest 'N Kids Boston College January 2013 - May 2013
Net Impact Boston College November 2012 - May 2013
Ernst & Young June 2012 - August 2012
Syracuse University Literacy Corps January 2009 - May 2012
Blue-ribbon Accounting CPA June 2011 - August 2011
Ernst & Young 2011 - 2011
LC Productions, Inc. June 2010 - August 2010
Rothstein Kass 2010 - 2010
Skills
Accounting, Community Outreach, Leadership, Tutoring, Nonprofits, Auditing, Financial Modeling, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Accounting
Veritas 2011 — 2011
John Bowne High School
EY September 2013 - Present
Invest 'N Kids Boston College January 2013 - May 2013
Net Impact Boston College November 2012 - May 2013
Ernst & Young June 2012 - August 2012
Syracuse University Literacy Corps January 2009 - May 2012
Blue-ribbon Accounting CPA June 2011 - August 2011
Ernst & Young 2011 - 2011
LC Productions, Inc. June 2010 - August 2010
Rothstein Kass 2010 - 2010
Skills
Accounting, Community Outreach, Leadership, Tutoring, Nonprofits, Auditing, Financial Modeling, Microsoft Word
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2013
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Accounting
Veritas 2011 — 2011
John Bowne High School
Po Chen Lai's Rothstein Kass Experience October 2005 - May 2006
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2011 - Present
Drucker, Math & Whitman, P.C. September 2006 - July 2011
Rothstein Kass October 2005 - May 2006
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Boston College - Carroll School of Management 2004 — 2005
MSA, Accounting
Boston College - Carroll School of Management 2000 — 2004
BS, Accounting & Finance
Deloitte August 2011 - Present
Drucker, Math & Whitman, P.C. September 2006 - July 2011
Rothstein Kass October 2005 - May 2006
Skills
Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
Boston College - Carroll School of Management 2004 — 2005
MSA, Accounting
Boston College - Carroll School of Management 2000 — 2004
BS, Accounting & Finance
Eugene Katsman's Rothstein Kass Experience October 2007 - August 2014
Job Senior Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
Rothstein Kass October 2007 - August 2014
State Street September 2006 - September 2007
Skills
Financial Reporting, Auditing, GAAP, Fund Accounting, Tax, CPA, SEC filings, US GAAP, Accounting, Financial Accounting, Financial Statements
Education
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Administration and Management, Accounting
EisnerAmper LLP September 2014 - Present
Rothstein Kass October 2007 - August 2014
State Street September 2006 - September 2007
Skills
Financial Reporting, Auditing, GAAP, Fund Accounting, Tax, CPA, SEC filings, US GAAP, Accounting, Financial Accounting, Financial Statements
Education
Boston University Questrom School of Business 2002 — 2006
B.S.B.A., Business Administration and Management, Accounting
Gina Lynnle's Rothstein Kass Experience September 2004 - April 2014
Job Assistant Controller at Hall Capital Partners LLC
Industry Accounting
Experience
Hall Capital Partners LLC May 2014 - Present
Rothstein Kass September 2004 - April 2014
Skills
Partnership Taxation, CPA, GAAP, Hedge Funds, Tax Research, Tax, Tax Accounting, SEC filings, US GAAP, General Ledger, QuickBooks, Fixed Assets
Education
California State University-Hayward
BS, Accounting
California State University-Sacramento
Accounting
Hall Capital Partners LLC May 2014 - Present
Rothstein Kass September 2004 - April 2014
Skills
Partnership Taxation, CPA, GAAP, Hedge Funds, Tax Research, Tax, Tax Accounting, SEC filings, US GAAP, General Ledger, QuickBooks, Fixed Assets
Education
California State University-Hayward
BS, Accounting
California State University-Sacramento
Accounting
Shamir Parmar, CPA's Rothstein Kass Experience November 2009 - November 2012
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley August 2014 - Present
BDO USA, LLP November 2012 - August 2014
Rothstein Kass November 2009 - November 2012
Rothstein Kass June 2008 - August 2008
Skills
Auditing, Hedge Funds, Tax, Microsoft Office, Bloomberg Terminal, Financial Statements, Accounting, Fund Of Funds, Financial Audits, Investments, US GAAP, Financial Services, CPA, Financial Reporting
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley August 2014 - Present
BDO USA, LLP November 2012 - August 2014
Rothstein Kass November 2009 - November 2012
Rothstein Kass June 2008 - August 2008
Skills
Auditing, Hedge Funds, Tax, Microsoft Office, Bloomberg Terminal, Financial Statements, Accounting, Fund Of Funds, Financial Audits, Investments, US GAAP, Financial Services, CPA, Financial Reporting
Education
Boston University - School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Javier Montenegro CPA's Rothstein Kass Experience October 1999 - December 2003
Job Vice President at ConceptONE LLC
Industry Financial Services
Experience
ConceptONE LLC September 2009 - Present
Potomac Capital Management August 2005 - August 2009
Pomona Capital December 2003 - July 2005
Rothstein Kass October 1999 - December 2003
Education
Bryant College 1995 — 1999
Bachelor of Science (B.S.), Accounting
ConceptONE LLC September 2009 - Present
Potomac Capital Management August 2005 - August 2009
Pomona Capital December 2003 - July 2005
Rothstein Kass October 1999 - December 2003
Education
Bryant College 1995 — 1999
Bachelor of Science (B.S.), Accounting
Brigitte Garces's Rothstein Kass Experience 2002 - 2004
Job
Industry Accounting
Experience
Enstar (US) Inc. November 2013 - March 2014
H. D. Smith July 2004 - April 2013
Rothstein Kass 2002 - 2004
Dendrite International 2000 - 2002
Quest Diagnostics 1996 - 2000
Empire State Development 1982 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP Subject Matter..., ADP Payroll, Bilingual-English/Spanis..., Customer Service, Accounting, Windows, Outlook, Budgets, ADP E-Time, ADP HRB, ADP ReportSmith, PeopleSoft, AS400 system, QuickBooks, Accounts Payable, Payroll Conversions, Financial System..., Payroll, Monthly Close Process, G/L Reconciliations, Financial Accounting, Financial Reporting, Kronos, Multi-State Payroll, Employee Relations, Multi-State Sales Tax, Human Resources
Education
Baruch College
Bachelor of Arts (BA), Accounting
Jamaica High School
Enstar (US) Inc. November 2013 - March 2014
H. D. Smith July 2004 - April 2013
Rothstein Kass 2002 - 2004
Dendrite International 2000 - 2002
Quest Diagnostics 1996 - 2000
Empire State Development 1982 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, SAP Subject Matter..., ADP Payroll, Bilingual-English/Spanis..., Customer Service, Accounting, Windows, Outlook, Budgets, ADP E-Time, ADP HRB, ADP ReportSmith, PeopleSoft, AS400 system, QuickBooks, Accounts Payable, Payroll Conversions, Financial System..., Payroll, Monthly Close Process, G/L Reconciliations, Financial Accounting, Financial Reporting, Kronos, Multi-State Payroll, Employee Relations, Multi-State Sales Tax, Human Resources
Education
Baruch College
Bachelor of Arts (BA), Accounting
Jamaica High School
Eric Wong, CPA's Rothstein Kass Experience October 2008 - September 2010
Job Controller at 1901 Partners Management, LP
Industry Financial Services
Experience
1901 Partners Management, LP December 2014 - Present
Ziff Brothers Investments September 2010 - November 2014
Rothstein Kass October 2008 - September 2010
Skills
Accounting, Auditing, Financial Analysis, GAAP
Education
Boston University 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
2015 Level III Candidate in the CFA Program
1901 Partners Management, LP December 2014 - Present
Ziff Brothers Investments September 2010 - November 2014
Rothstein Kass October 2008 - September 2010
Skills
Accounting, Auditing, Financial Analysis, GAAP
Education
Boston University 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
2015 Level III Candidate in the CFA Program
Adam Koprowski's Rothstein Kass Experience October 2007 - Present
Job Tax Supervisor at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass October 2007 - Present
Skills
Income Tax, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master's degree, Taxation
Rothstein Kass October 2007 - Present
Skills
Income Tax, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Master's degree, Taxation